ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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	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

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	6.41%	6.08%
6 Month	-7.72%	-8.54%
1 Year	8.17%	9.24%
3 Year	10.98%	13.49%
5 Year	15.86%	22.69%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	0.75%	-1.04%
1 Year	-4.19%	-4.83%
3 Year	12.77%	14.42%
5 Year	11.68%	16.25%

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%

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	0.29%	0.451%
Beta	0.92%	0.972%
Alpha	-2.4%	0.237%

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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

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.41	5.12
Large Cap	69.74	60.14
Small Cap	14.15	24.69
Mid Cap	14.72	10.05

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.41	4.54
Petroleum Products	5.59	-
IT - Software	8.82	-
Construction	3.17	-
Finance	7.17	-
Non - Ferrous Metals	0.87	-
Banks	20.98	-
Pharmaceuticals & Biotechnology	6.02	-
Chemicals & Petrochemicals	1.17	-
Paper, Forest & Jute Products	1.01	-
Healthcare Services	3.76	-
Cement & Cement Products	2.22	-
Automobiles	3.9	-
Personal Products	2.21	-
Transport Services	2.22	-
Diversified FMCG	1.24	-
Insurance	1.05	-
Realty	0.59	-
Retailing	4.24	-
Diversified Metals	0.94	-
Oil	1.59	-
Consumer Durables	2.73	-
Industrial Products	1.02	-
Leisure Services	2.08	-
Auto Components	1.74	-
Telecom - Services	3.62	-
Fertilizers & Agrochemicals	1.19	-
Industrial Manufacturing	1.49	-
Capital Markets	0.59	-
Power	1.3	-
Transport Infrastructure	1.96	-
Ferrous Metals	1.51	-
Beverages	0.62	-
Communication Services	-	3.74
Energy	-	5.19
Technology	-	7.95
Basic Materials	-	7.21
Consumer Cyclical	-	16.2
Industrials	-	13.81
Financial Services	-	31.02
Healthcare	-	3.54
Real Estate	-	2.78
Utilities	-	2.54
Consumer Defensive	-	1.49