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) | ₹15691 Cr | ₹17570 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 | 0.43% | 1.1% |
| 6 Month | 5.06% | 4.86% |
| 1 Year | 9.85% | 7.62% |
| 3 Year | 15.85% | 21.04% |
| 5 Year | 11.68% | 20.14% |
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 | 0.93% | 2.16% |
| 1 Year | 13.66% | 11.27% |
| 3 Year | 14.23% | 16.91% |
| 5 Year | 12.66% | 17.37% |
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 | 10.44% | 13.72% |
| 3 Year | 12.14% | 16.78% |
| 5 Year | 13% | 16.13% |
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 | 0.68% | 0.96% |
| Beta | 0.93% | 0.96% |
| Alpha | -0.84% | 3.04% |
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 | 5.6 | 7 |
| Large Cap | 68.78 | 65.06 |
| Mid Cap | 8.91 | 16.26 |
| Small Cap | 16.71 | 11.68 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.03 | 0.91 |
| Energy | 4.51 | 5.34 |
| Technology | 9.9 | 9.63 |
| Industrials | 7.67 | 4.75 |
| Financial Services | 32.6 | 39.1 |
| Consumer Defensive | 8.31 | 4.71 |
| Basic Materials | 4.69 | 7.89 |
| Healthcare | 10.85 | 9.15 |
| Real Estate | 1.51 | - |
| Consumer Cyclical | 13.36 | 9.87 |
| Communication Services | 3.57 | 5.02 |
| Utilities | 2 | 3.61 |
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