ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs DSP ELSS Tax Saver Fund compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15457 Cr | ₹16981 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 07 Mar 2008 | 18 Jan 2007 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26% | 35% |
Expense Ratio | 1.7 | 1.64 |
Manager | Atul Penkar | Rohit Singhania |
ISIN Code | INF209K01108 | INF740K01185 |
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 | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.23% | -2.36% |
6 Month | 16.92% | 11.17% |
1 Year | -1.17% | -3.93% |
3 Year | 13.31% | 18.35% |
5 Year | 13% | 21.83% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.41% | -1.68% |
1 Year | 8.22% | -0.5% |
3 Year | 14.07% | 16.13% |
5 Year | 12.36% | 17.39% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
1 Year | 10.84% | 14.04% |
3 Year | 11.93% | 16.42% |
5 Year | 12.91% | 15.92% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.52% | 12.57% |
Sharp | 0.71% | 1.05% |
Beta | 0.93% | 0.94% |
Alpha | -1.64% | 3.08% |
Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Name | Atul Penkar | Rohit Singhania |
Total AUM | ₹21393 Cr | ₹46862 Cr |
Funds Managed | 3 | 7 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 4.29 | 6.33 |
Large Cap | 68.23 | 63.25 |
Mid Cap | 11.49 | 16.66 |
Small Cap | 15.99 | 13.76 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.5 | 3.88 |
Energy | 4.89 | 4.51 |
Technology | 7.78 | 7.33 |
Industrials | 7.07 | 5.23 |
Financial Services | 32.12 | 36.23 |
Basic Materials | 7.01 | 8.79 |
Healthcare | 11.45 | 10.59 |
Consumer Cyclical | 15.1 | 9.99 |
Consumer Defensive | 7.78 | 5.13 |
Real Estate | 0.68 | - |
Communication Services | 3.42 | 4.66 |
Utilities | 1.23 | 3.65 |
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