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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) ₹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 5.44% 6.84%
6 Month -13.41% -12.75%
1 Year 4.84% 10.2%
3 Year 10.01% 14.99%
5 Year 17.46% 26.13%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
6 Month -3.82% -6.16%
1 Year -8.64% -8.57%
3 Year 11.88% 18.36%
5 Year 11.33% 18.23%

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% 15.421%
Sharp 0.27% 0.548%
Beta 0.91% 0.99%
Alpha -2.59% 2.056%

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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
Funds Managed 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 2.96 2.39
Large Cap 68.17 48.17
Small Cap 14.14 26.02
Mid Cap 14.73 23.42

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.98 0.62
Energy 7.82 4.19
Technology 10.1 12.24
Industrials 10.89 18.01
Financial Services 25.62 23.48
Basic Materials 7.41 6.44
Healthcare 10.27 5.83
Consumer Cyclical 14.16 19.36
Consumer Defensive 6.33 3.2
Real Estate 0.67 1.51
Communication Services 3.5 1.91
Utilities 1.26 3.21

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