ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Parag Parikh Tax Saver Fund Regular compare

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

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tortoise-icon Parag Parikh 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 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) ₹15895 Cr ₹4274 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 1.68 1.72
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 0.92% 0.19%
6 Month 0.09% 7.11%
1 Year 17.53% 19.38%
3 Year 11.29% 17.63%
5 Year 11.9% 23.06%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
6 Month - -
1 Year 8.91% 14.41%
3 Year 16.6% 21.4%
5 Year 14.57% 23.1%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
1 Year 11.54% 26.51%
3 Year 11.95% 22.63%
5 Year 12.9% 24.62%

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% 9.65%
Sharp 0.44% 1.4%
Beta 0.93% 0.66%
Alpha -3.58% 5.01%

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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
Fund Manage 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 0.71 17.59
Large Cap 68.16 64.26
Small Cap 14.39 10.65
Mid Cap 16.78 7.5

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Parag Parikh Tax Saver Fund Regular - Growth

Others 0.71 10.54
Petroleum Products 5.79 -
IT - Software 6.8 -
Construction 4.78 -
Finance 6.67 -
Non - Ferrous Metals 0.81 -
Banks 19.95 -
Pharmaceuticals & Biotechnology 6.33 -
Chemicals & Petrochemicals 1.16 -
Paper, Forest & Jute Products 1.23 -
Healthcare Services 3.29 -
Cement & Cement Products 1.8 -
Automobiles 5.21 -
Personal Products 2.4 -
Transport Services 2.02 -
Insurance 1.96 -
Diversified FMCG 1.31 -
Realty 1.48 -
Retailing 3.81 -
Diversified Metals 0.95 -
Oil 1.62 -
Consumer Durables 4.01 -
Auto Components 2.57 -
Leisure Services 2.33 -
Electrical Equipment 0.01 -
Telecom - Services 3.19 -
Fertilizers & Agrochemicals 1.71 -
Industrial Manufacturing 2.32 -
Capital Markets 0.69 -
Power 1.46 -
Ferrous Metals 1.07 -
Beverages 0.6 -
Financial - 36.57
Technology - 13.73
Healthcare - 3.51
Services - 2.08
Consumer Staples - 6.76
Energy - 7.26
Capital Goods - 0.23
Automobile - 11.08
Materials - 6.44
Metals & Mining - 1.8

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