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

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
Fund ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15895 Cr ₹4253 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 07 Mar 2008 27 Feb 2006
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26% 70%
Expense Ratio 1.68 1.89
Manager Atul Penkar Gautam Bhupal
ISIN Code INF209K01108 INF677K01064
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
1 Month 0.92% 5.16%
6 Month 0.09% 6.44%
1 Year 17.53% 33.79%
3 Year 11.29% 19.44%
5 Year 11.9% 19.54%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 8.91% 26.78%
3 Year 16.6% 28.15%
5 Year 14.57% 24.39%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
1 Year 11.54% 13.57%
3 Year 11.95% 14.07%
5 Year 12.9% 13.1%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
Standard Deviation 11.52% 12.97%
Sharp 0.44% 1.02%
Beta 0.93% 0.93%
Alpha -3.58% 1.15%

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Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
Name Atul Penkar Gautam Bhupal
Total AUM ₹21393 Cr ₹25949 Cr
Fund Manage 3 13
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.71 2.78
Large Cap 68.16 51.84
Small Cap 14.39 22.85
Mid Cap 16.78 22.53

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.71 0.76
Petroleum Products 5.79 -
IT - Software 6.8 -
Construction 4.78 9.39
Finance 6.67 -
Non - Ferrous Metals 0.81 -
Banks 19.95 -
Pharmaceuticals & Biotechnology 6.33 -
Chemicals & Petrochemicals 1.16 -
Paper, Forest & Jute Products 1.23 -
Healthcare Services 3.29 -
Cement & Cement Products 1.8 -
Automobiles 5.21 -
Personal Products 2.4 -
Transport Services 2.02 -
Insurance 1.96 -
Diversified FMCG 1.31 -
Realty 1.48 -
Retailing 3.81 -
Diversified Metals 0.95 -
Oil 1.62 -
Consumer Durables 4.01 -
Auto Components 2.57 -
Leisure Services 2.33 -
Electrical Equipment 0.01 -
Telecom - Services 3.19 -
Fertilizers & Agrochemicals 1.71 -
Industrial Manufacturing 2.32 -
Capital Markets 0.69 -
Power 1.46 -
Ferrous Metals 1.07 -
Beverages 0.6 -
Energy - 7.84
Capital Goods - 19.87
Technology - 7.59
Consumer Staples - 2.67
Automobile - 6.11
Healthcare - 4.62
Financial - 22.44
Services - 5.57
Consumer Discretionary - 5.74
Metals & Mining - 3.9
Materials - 1.25
Communication - 1.62
Chemicals - 0.63

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