ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HSBC ELSS Tax saver Fund compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹14626 Cr | ₹3977 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 | 1.7 | 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 | -2.46% | -5.35% |
6 Month | -11% | -10.82% |
1 Year | 4.37% | 12.03% |
3 Year | 10.14% | 15.84% |
5 Year | 9.88% | 16.05% |
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 | -9.05% | -6.83% |
3 Year | 10.59% | 17.36% |
5 Year | 11.01% | 18.22% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 11.75% | 14.01% |
3 Year | 11.9% | 14.15% |
5 Year | 12.76% | 13.19% |
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% | 14.547% |
Sharp | 0.28% | 0.695% |
Beta | 0.94% | 0.964% |
Alpha | -3.63% | 2.596% |
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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 | 1.27 |
Large Cap | 68.16 | 47.77 |
Small Cap | 14.39 | 26.42 |
Mid Cap | 16.78 | 24.54 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 0.71 | 1.27 |
Petroleum Products | 5.79 | 2.68 |
IT - Software | 6.8 | 9.25 |
Construction | 4.78 | 4.13 |
Finance | 6.67 | 6.11 |
Non - Ferrous Metals | 0.81 | - |
Banks | 19.95 | 13.82 |
Pharmaceuticals & Biotechnology | 6.33 | 3.53 |
Chemicals & Petrochemicals | 1.16 | 1.51 |
Paper, Forest & Jute Products | 1.23 | - |
Healthcare Services | 3.29 | 2.4 |
Cement & Cement Products | 1.8 | 1.04 |
Automobiles | 5.21 | 3.03 |
Personal Products | 2.4 | 0.84 |
Transport Services | 2.02 | - |
Insurance | 1.96 | - |
Diversified FMCG | 1.31 | - |
Realty | 1.48 | 1.66 |
Retailing | 3.81 | 5.36 |
Diversified Metals | 0.95 | - |
Oil | 1.62 | 0.97 |
Consumer Durables | 4.01 | 5.72 |
Auto Components | 2.57 | 3.61 |
Leisure Services | 2.33 | 2.78 |
Electrical Equipment | 0.01 | 10.14 |
Telecom - Services | 3.19 | 1.72 |
Fertilizers & Agrochemicals | 1.71 | - |
Industrial Manufacturing | 2.32 | 1.8 |
Capital Markets | 0.69 | 2.55 |
Power | 1.46 | 2.33 |
Ferrous Metals | 1.07 | 1.99 |
Beverages | 0.6 | - |
Food Products | - | 1.08 |
Aerospace & Defense | - | 2.16 |
Agricultural Food & other Products | - | 1.21 |
Gas | - | 0.93 |
Household Products | - | 0.41 |
Industrial Products | - | 2.64 |
Textiles & Apparels | - | 1.33 |
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