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

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HDFC ELSS Tax saver Fund - Growth Plan

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

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

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)	₹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

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	7.24%	6.41%
6 Month	-1.89%	-7.72%
1 Year	14.97%	8.15%
3 Year	21.07%	10.98%
5 Year	27.67%	15.87%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	3.07%	0.75%
1 Year	3.96%	-4.19%
3 Year	22.35%	12.77%
5 Year	23.27%	11.68%

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%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	12.311%	11.52%
Sharp	1.077%	0.29%
Beta	0.848%	0.92%
Alpha	7.78%	-2.4%

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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
Funds Managed	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	7.25	1.41
Large Cap	75.98	69.74
Mid Cap	6.34	14.72
Small Cap	10.42	14.15

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	6.95	1.41
Communication Services	5.85	-
Energy	0.59	-
Technology	6.67	-
Basic Materials	5.51	-
Industrials	5.95	-
Financial Services	40.82	-
Healthcare	10.74	-
Consumer Cyclical	13.5	-
Utilities	1.27	-
Real Estate	1.15	-
Consumer Defensive	1.02	-
Petroleum Products	-	5.59
IT - Software	-	8.82
Construction	-	3.17
Finance	-	7.17
Non - Ferrous Metals	-	0.87
Banks	-	20.98
Pharmaceuticals & Biotechnology	-	6.02
Chemicals & Petrochemicals	-	1.17
Paper, Forest & Jute Products	-	1.01
Healthcare Services	-	3.76
Cement & Cement Products	-	2.22
Automobiles	-	3.9
Personal Products	-	2.21
Transport Services	-	2.22
Diversified FMCG	-	1.24
Insurance	-	1.05
Realty	-	0.59
Retailing	-	4.24
Diversified Metals	-	0.94
Oil	-	1.59
Consumer Durables	-	2.73
Industrial Products	-	1.02
Leisure Services	-	2.08
Auto Components	-	1.74
Telecom - Services	-	3.62
Fertilizers & Agrochemicals	-	1.19
Industrial Manufacturing	-	1.49
Capital Markets	-	0.59
Power	-	1.3
Transport Infrastructure	-	1.96
Ferrous Metals	-	1.51
Beverages	-	0.62