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) | ₹14626 Cr | ₹15985 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 | -2.31% | -2.38% |
6 Month | -15.66% | -13.29% |
1 Year | 4.9% | 11.62% |
3 Year | 10.64% | 17.21% |
5 Year | 12.38% | 23.2% |
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 | -8.43% | -7.44% |
1 Year | -16.07% | -11% |
3 Year | 8.46% | 16.24% |
5 Year | 9.34% | 18.58% |
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 | 11.75% | 14.52% |
3 Year | 11.9% | 16.2% |
5 Year | 12.76% | 15.57% |
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 | 0.27% | 0.69% |
Beta | 0.91% | 0.95% |
Alpha | -2.59% | 3.25% |
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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 | 2.96 | 4.13 |
Large Cap | 68.17 | 64.92 |
Small Cap | 14.14 | 14.24 |
Mid Cap | 14.73 | 16.71 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
---|---|---|
Others | 1.98 | 2.93 |
Energy | 7.82 | 3.79 |
Technology | 10.1 | 7.93 |
Industrials | 10.89 | 7.29 |
Financial Services | 25.62 | 36.23 |
Basic Materials | 7.41 | 8.86 |
Healthcare | 10.27 | 9.31 |
Consumer Cyclical | 14.16 | 9.91 |
Consumer Defensive | 6.33 | 5.18 |
Real Estate | 0.67 | - |
Communication Services | 3.5 | 4.54 |
Utilities | 1.26 | 4.03 |
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