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
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹15413 Cr | ₹14626 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Apr 1996 | 07 Mar 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 36.4% | 26% |
Expense Ratio | 1.7 | 1.7 |
Manager | Dhruv Muchhal | Atul Penkar |
ISIN Code | INF179K01BB8 | INF209K01108 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Month | -1.05% | -2.46% |
6 Month | -6.39% | -11% |
1 Year | 9.44% | 4.37% |
3 Year | 20.9% | 10.14% |
5 Year | 19.97% | 9.88% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -2.17% | -9.05% |
3 Year | 20.36% | 10.59% |
5 Year | 22.84% | 11.01% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 17.75% | 11.75% |
3 Year | 15.14% | 11.9% |
5 Year | 14.93% | 12.76% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 12.292% | 11.52% |
Sharp | 1.092% | 0.28% |
Beta | 0.873% | 0.94% |
Alpha | 6.589% | -3.63% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 7.59 | 0.71 |
Large Cap | 77.22 | 68.16 |
Mid Cap | 5.65 | 16.78 |
Small Cap | 9.54 | 14.39 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 7.59 | 0.71 |
Telecom - Services | 5.35 | 3.19 |
Petroleum Products | 0.17 | 5.79 |
IT - Software | 8.25 | 6.8 |
Cement & Cement Products | 1.56 | 1.8 |
Construction | 1.02 | 4.78 |
Banks | 36.8 | 19.95 |
Agricultural, Commercial & Construction Vehicles | 1.18 | - |
Pharmaceuticals & Biotechnology | 7.45 | 6.33 |
Automobiles | 8.99 | 5.21 |
Aerospace & Defense | 1.47 | - |
Ferrous Metals | 1.12 | 1.07 |
Healthcare Services | 4.39 | 3.29 |
Insurance | 5.76 | 1.96 |
IT - Services | 0.55 | - |
Transport Services | 0.22 | 2.02 |
Consumer Durables | 1.95 | 4.01 |
Oil | 0.42 | 1.62 |
Entertainment | 0.31 | - |
Fertilizers & Agrochemicals | 0.18 | 1.71 |
Auto Components | 0.15 | 2.57 |
Retailing | 0.84 | 3.81 |
Power | 1.31 | 1.46 |
Realty | 1.44 | 1.48 |
Beverages | 1 | 0.6 |
Commercial Services & Supplies | 0.53 | - |
Finance | - | 6.67 |
Non - Ferrous Metals | - | 0.81 |
Chemicals & Petrochemicals | - | 1.16 |
Paper, Forest & Jute Products | - | 1.23 |
Personal Products | - | 2.4 |
Diversified FMCG | - | 1.31 |
Diversified Metals | - | 0.95 |
Leisure Services | - | 2.33 |
Electrical Equipment | - | 0.01 |
Industrial Manufacturing | - | 2.32 |
Capital Markets | - | 0.69 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns8.93%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns8.89%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns15.78%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns16.17%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns11.68%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.5%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns14.26%