ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14626 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 07 Mar 2008 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26% | 20% |
Expense Ratio | 1.7 | 1.82 |
Manager | Atul Penkar | Sailesh Jain |
ISIN Code | INF209K01108 | INF277K01I52 |
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 | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 6.68% | 7.22% |
6 Month | -12.95% | -12.98% |
1 Year | 7.19% | 9.66% |
3 Year | 11.67% | 13.92% |
5 Year | 17.22% | 24.1% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -3.82% | -5.35% |
1 Year | -8.64% | -8.18% |
3 Year | 11.88% | 13.89% |
5 Year | 11.33% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 11.75% | 13.97% |
3 Year | 11.9% | 14.85% |
5 Year | 12.76% | 13.39% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 11.52% | 14.429% |
Sharp | 0.27% | 0.451% |
Beta | 0.91% | 0.972% |
Alpha | -2.59% | 0.237% |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Atul Penkar | Sailesh Jain |
Total AUM | ₹21393 Cr | ₹17041 Cr |
Funds Managed | 3 | 7 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 2.96 | 5.12 |
Large Cap | 68.17 | 60.14 |
Small Cap | 14.14 | 24.69 |
Mid Cap | 14.73 | 10.05 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 1.98 | 4.54 |
Energy | 7.82 | 5.19 |
Technology | 10.1 | 7.95 |
Industrials | 10.89 | 13.81 |
Financial Services | 25.62 | 31.02 |
Basic Materials | 7.41 | 7.21 |
Healthcare | 10.27 | 3.54 |
Consumer Cyclical | 14.16 | 16.2 |
Consumer Defensive | 6.33 | 1.49 |
Real Estate | 0.67 | 2.78 |
Communication Services | 3.5 | 3.74 |
Utilities | 1.26 | 2.54 |
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