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) ₹16326 Cr ₹4259 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 29 Mar 1996 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26% 70%
Expense Ratio 1.68 1.91
Manager Atul Penkar Gautam Bhupal
ISIN Code INF209K01108 INF677K01064
Exits Load Nil/365 Nil/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 -6.66% -5.76%
6 Month 5.59% 8.81%
1 Year 24.91% 36.3%
3 Year 9.48% 16.67%
5 Year 12.07% 18.7%

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 16.96% 30.18%
3 Year 18.12% 27.46%
5 Year 15.27% 23.79%

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 0.42% 1.02%
Beta 0.92% 0.93%
Alpha -3.01% 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 1.44 2.78
Large Cap 65.43 51.84
Small Cap 12.19 22.85
Mid Cap 20.95 22.53

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.44 0.76
Energy 9.45 7.84
Technology 6.45 7.59
Consumer Staples 6.32 2.67
Construction 5.76 9.39
Metals & Mining 1.86 3.9
Financial 23.09 22.44
Healthcare 7.92 4.62
Chemicals 1.97 0.63
Materials 2.35 1.25
Automobile 9.97 6.11
Services 11.2 5.57
Insurance 1.15 -
Consumer Discretionary 3.68 5.74
Communication 3.57 1.62
Diversified 0.56 -
Capital Goods 3.27 19.87

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