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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month -4.71% -7.38%
6 Month 7.45% 4.76%
1 Year 33.42% 23.94%
3 Year 20.26% 9.18%
5 Year 20.31% 11.88%

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 23.9% 16.96%
3 Year 28.26% 18.12%
5 Year 26.92% 15.27%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 17.61% 11.54%
3 Year 14.99% 11.95%
5 Year 14.82% 12.9%

Risk Management

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% 0.42%
Beta 0.85% 0.92%
Alpha 6.77% -3.01%

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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 8.08 1.44
Large Cap 77.32 65.43
Small Cap 7.54 12.19
Mid Cap 7.06 20.95

Sector Allocation

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

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