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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

Invest Now

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 -4.58% -6.72%
6 Month -7.39% -1.52%
1 Year 9.75% 21.47%
3 Year 8.76% 15.56%
5 Year 10.73% 17.27%

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 -0.33% 10.44%
3 Year 13.61% 23.28%
5 Year 12.69% 21.53%

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 0.34% 1.02%
Beta 0.94% 0.93%
Alpha -3.34% 1.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.69
Large Cap 68.16 49.86
Small Cap 14.39 28.06
Mid Cap 16.78 20.39

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.71 1.69
Petroleum Products 5.79 2.86
IT - Software 6.8 8.94
Construction 4.78 4.35
Finance 6.67 6.22
Non - Ferrous Metals 0.81 -
Banks 19.95 14.31
Pharmaceuticals & Biotechnology 6.33 3.23
Chemicals & Petrochemicals 1.16 1.6
Paper, Forest & Jute Products 1.23 -
Healthcare Services 3.29 2.27
Cement & Cement Products 1.8 0.72
Automobiles 5.21 2.81
Personal Products 2.4 0.88
Transport Services 2.02 -
Insurance 1.96 -
Diversified FMCG 1.31 -
Realty 1.48 2.26
Retailing 3.81 4.92
Diversified Metals 0.95 -
Oil 1.62 1.05
Consumer Durables 4.01 5.08
Auto Components 2.57 3.58
Leisure Services 2.33 2.26
Electrical Equipment 0.01 10.34
Telecom - Services 3.19 1.77
Fertilizers & Agrochemicals 1.71 -
Industrial Manufacturing 2.32 1.59
Capital Markets 0.69 2.32
Power 1.46 2.47
Ferrous Metals 1.07 1.94
Beverages 0.6 -
Food Products - 1.12
Agricultural, Commercial & Construction Vehicles - 0.61
Aerospace & Defense - 2.3
Agricultural Food & other Products - 1.34
Gas - 0.92
Household Products - 0.47
Industrial Products - 2.69
Textiles & Apparels - 1.09

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns21.17%

VS

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns18.15%

VS

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns23.13%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns25.36%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns14.06%

Compare Now

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns18.89%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.19%

Compare Now
Request call back
Add to Cart Successfully