ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Parag Parikh Tax Saver Fund Regular compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14626 Cr | ₹4572 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 07 Mar 2008 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26% | % |
Expense Ratio | 1.7 | 1.73 |
Manager | Atul Penkar | Rajeev Thakkar |
ISIN Code | INF209K01108 | INF879O01092 |
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 | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 6.68% | 5.64% |
6 Month | -12.95% | -4.96% |
1 Year | 7.19% | 14.1% |
3 Year | 11.67% | 17.51% |
5 Year | 17.22% | 29.18% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -3.82% | -0.55% |
1 Year | -8.64% | 3.23% |
3 Year | 11.88% | 18.32% |
5 Year | 11.33% | 20.12% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.75% | 25.21% |
3 Year | 11.9% | 22.41% |
5 Year | 12.76% | 23.68% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.52% | 10.084% |
Sharp | 0.27% | 0.992% |
Beta | 0.91% | 0.659% |
Alpha | -2.59% | 4.826% |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Atul Penkar | Rajeev Thakkar |
Total AUM | ₹21393 Cr | ₹0 Cr |
Funds Managed | 3 | 5 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.96 | 19.06 |
Large Cap | 68.17 | 70.53 |
Small Cap | 14.14 | 7.9 |
Mid Cap | 14.73 | 2.51 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.98 | 18.87 |
Energy | 7.82 | 6.06 |
Technology | 10.1 | 13.18 |
Industrials | 10.89 | 0.73 |
Financial Services | 25.62 | 31.18 |
Basic Materials | 7.41 | 0.28 |
Healthcare | 10.27 | 4.43 |
Consumer Cyclical | 14.16 | 14.3 |
Consumer Defensive | 6.33 | 5.07 |
Real Estate | 0.67 | - |
Communication Services | 3.5 | - |
Utilities | 1.26 | 5.91 |
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