ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs DSP ELSS Tax Saver Fund compare

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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tortoise-icon DSP ELSS Tax Saver Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
Fund ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹16326 Cr ₹16287 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 29 Mar 1996 05 Jan 2007
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26% 35%
Expense Ratio 1.68 1.65
Manager Atul Penkar Rohit Singhania
ISIN Code INF209K01108 INF740K01185
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Month -1.31% -0.61%
6 Month 18.42% 23.19%
1 Year 34.45% 46.31%
3 Year 11.73% 18.78%
5 Year 15.01% 23.55%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 15.99% 20.07%
3 Year 30.49% 43.95%
5 Year 47.62% 84.74%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
1 Year 15.28% 24.81%
3 Year 36.01% 62.36%
5 Year 53.59% 92.88%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
Standard Deviation 11.52% 12.57%
Sharp 0.57% 1.03%
Beta 0.92% 0.97%
Alpha -3.16% 2.87%

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Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth
Name Atul Penkar Rohit Singhania
Total AUM ₹21393 Cr ₹46862 Cr
Fund Manage 3 7
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option DSP ELSS Tax Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.44 1.62
Large Cap 65.43 64.8
Small Cap 12.19 14.21
Mid Cap 20.95 19.37

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

DSP ELSS Tax Saver Fund - Regular Plan - Growth

Others 1.44 1.43
Energy 9.45 9.48
Technology 6.45 7.54
Consumer Staples 6.32 6.3
Construction 5.76 2.13
Metals & Mining 1.86 2.7
Financial 23.09 34.15
Healthcare 7.92 7.16
Chemicals 1.97 2.66
Materials 2.35 3.13
Automobile 9.97 8.04
Services 11.2 1.06
Insurance 1.15 1.29
Consumer Discretionary 3.68 2.34
Communication 3.57 4.67
Diversified 0.56 -
Capital Goods 3.27 4.96
Textiles - 0.96

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