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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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | 6.42% | 6.68% |
| 6 Month | -8.66% | -12.95% |
| 1 Year | 12.5% | 7.19% |
| 3 Year | 21.8% | 11.67% |
| 5 Year | 30.07% | 17.22% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | -1.2% | -3.82% |
| 1 Year | -1.11% | -8.64% |
| 3 Year | 21.19% | 11.88% |
| 5 Year | 22.85% | 11.33% |
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 | 12.311% | 11.52% |
| Sharp | 1.077% | 0.27% |
| Beta | 0.848% | 0.91% |
| Alpha | 7.78% | -2.59% |
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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 |
| Funds Managed | 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 | 7.25 | 2.96 |
| Large Cap | 75.98 | 68.17 |
| Mid Cap | 6.34 | 14.73 |
| Small Cap | 10.42 | 14.14 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 6.95 | 1.98 |
| Communication Services | 5.85 | 3.5 |
| Energy | 0.59 | 7.82 |
| Technology | 6.67 | 10.1 |
| Basic Materials | 5.51 | 7.41 |
| Industrials | 5.95 | 10.89 |
| Financial Services | 40.82 | 25.62 |
| Healthcare | 10.74 | 10.27 |
| Consumer Cyclical | 13.5 | 14.16 |
| Utilities | 1.27 | 1.26 |
| Real Estate | 1.15 | 0.67 |
| Consumer Defensive | 1.02 | 6.33 |
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