ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs NIPPON INDIA ELSS TAX SAVER FUND compare

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tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

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

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Chart Comparison

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

Overview

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15673 Cr ₹15895 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 21 Sep 2005 07 Mar 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 23% 26%
Expense Ratio 1.7 1.68
Manager Ashutosh Bhargava Atul Penkar
ISIN Code INF204K01GK4 INF209K01108
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month 0.7% 0.92%
6 Month 0.63% 0.09%
1 Year 19.73% 17.53%
3 Year 18.16% 11.29%
5 Year 17.6% 11.9%

SIP Return Analysis

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month - -
1 Year 10.27% 8.91%
3 Year 22.05% 16.6%
5 Year 22.73% 14.57%

Rolling Lumpsum Returns

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 11.45% 11.54%
3 Year 11.83% 11.95%
5 Year 12.64% 12.9%

Risk Management

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 12.81% 11.52%
Sharp 0.91% 0.44%
Beta 0.97% 0.93%
Alpha 2.46% -3.58%

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Fund Managers

Scheme Name NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name Ashutosh Bhargava Atul Penkar
Total AUM ₹121448 Cr ₹21393 Cr
Fund Manage 12 3
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 0.48 0.71
Large Cap 69.89 68.16
Mid Cap 13.41 16.78
Small Cap 16.22 14.39

Sector Allocation

Scheme Name

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 0.48 0.71
Telecom - Services 3.16 3.19
Petroleum Products 2.72 5.79
Industrial Products 3.64 -
IT - Software 6.12 6.8
Construction 3.55 4.78
Finance 9.34 6.67
Banks 21.93 19.95
Pharmaceuticals & Biotechnology 3.31 6.33
Leisure Services 1.86 2.33
Healthcare Services 1 3.29
Cement & Cement Products 2.52 1.8
Capital Markets 3.2 0.69
Chemicals & Petrochemicals 1.76 1.16
Automobiles 2.01 5.21
Insurance 4.61 1.96
Diversified FMCG 1.56 1.31
Consumer Durables 2.45 4.01
Entertainment 1 -
Agricultural Food & other Products 0.9 -
Retailing 2.97 3.81
Power 6.62 1.46
Auto Components 4.25 2.57
Diversified 1.12 -
Consumable Fuels 1.8 -
Transport Services 1.29 2.02
Realty 0.69 1.48
Beverages 4.14 0.6
Non - Ferrous Metals - 0.81
Paper, Forest & Jute Products - 1.23
Personal Products - 2.4
Diversified Metals - 0.95
Oil - 1.62
Electrical Equipment - 0.01
Fertilizers & Agrochemicals - 1.71
Industrial Manufacturing - 2.32
Ferrous Metals - 1.07

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