ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HDFC ELSS Tax saver Fund compare

HDFC ELSS Tax saver Fund - Growth Plan

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Overview

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15678 Cr	₹16326 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	05 Mar 1996	29 Mar 1996
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	26%
Expense Ratio	1.73	1.68
Manager	Dhruv Muchhal	Atul Penkar
ISIN Code	INF179K01BB8	INF209K01108
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	1.2%	6.31%
6 Month	19.01%	24.38%
1 Year	47.09%	35.06%
3 Year	25.91%	13.14%
5 Year	23.51%	15.84%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	-	-
1 Year	20.44%	15.99%
3 Year	51.61%	30.49%
5 Year	94.31%	47.62%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	24.54%	15.28%
3 Year	69.28%	36.01%
5 Year	101.07%	53.59%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	11.39%	11.52%
Sharp	1.57%	0.59%
Beta	0.85%	0.92%
Alpha	6.77%	-3.39%

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Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name	Dhruv Muchhal	Atul Penkar
Total AUM	₹520687 Cr	₹21393 Cr
Fund Manage	40	3
	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	8.08	1.44
Large Cap	77.32	65.43
Small Cap	7.54	12.19
Mid Cap	7.06	20.95

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	7.82	1.44
Telecom - Services	5.14	-
Petroleum Products	0.2	-
IT - Software	10.43	-
Construction	1.02	5.76
Banks	36.46	-
Agricultural, Commercial & Construction Vehicles	1.32	-
Pharmaceuticals & Biotechnology	7.77	-
Automobiles	6.42	-
Aerospace & Defense	2.35	-
Ferrous Metals	0.78	-
Healthcare Services	4.59	-
Insurance	4.98	1.15
IT - Services	0.64	-
Transport Services	0.26	-
Consumer Durables	1.79	-
Oil	0.79	-
Entertainment	0.39	-
Auto Components	0.17	-
Retailing	0.96	-
Power	1.96	-
Realty	2.29	-
Beverages	0.9	-
Commercial Services & Supplies	0.57	-
Energy	-	9.45
Technology	-	6.45
Consumer Staples	-	6.32
Metals & Mining	-	1.86
Financial	-	23.09
Healthcare	-	7.92
Chemicals	-	1.97
Materials	-	2.35
Automobile	-	9.97
Services	-	11.2
Consumer Discretionary	-	3.68
Communication	-	3.57
Diversified	-	0.56
Capital Goods	-	3.27