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) | ₹15175 Cr | ₹16749 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 | 0.83% | 1.08% |
| 6 Month | 11.58% | 6.29% |
| 1 Year | 6.74% | 3.51% |
| 3 Year | 14.87% | 19.33% |
| 5 Year | 13.19% | 21.66% |
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 | 2.3% | 1.95% |
| 1 Year | 15.5% | 10.34% |
| 3 Year | 14.48% | 16.79% |
| 5 Year | 12.49% | 17.1% |
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 | 10.63% | 13.91% |
| 3 Year | 12% | 16.51% |
| 5 Year | 12.98% | 15.97% |
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 | 0.73% | 0.98% |
| Beta | 0.93% | 0.96% |
| Alpha | -0.91% | 2.6% |
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 | 4.06 | 5.08 |
| Large Cap | 68.07 | 65.66 |
| Mid Cap | 10.09 | 15.94 |
| Small Cap | 17.78 | 13.32 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.66 | 2.76 |
| Energy | 4.9 | 4.74 |
| Technology | 9.04 | 8.06 |
| Industrials | 7.11 | 4.96 |
| Financial Services | 31.82 | 36.88 |
| Basic Materials | 7.06 | 9 |
| Healthcare | 10.51 | 10.06 |
| Consumer Cyclical | 14.19 | 10.04 |
| Consumer Defensive | 8.59 | 5 |
| Communication Services | 3.29 | 4.59 |
| Utilities | 1.27 | 3.91 |
| Real Estate | 0.56 | - |
Top Comparisons
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.87%
AXIS INNOVATION FUND - Regular Plan - Growth Option
3Y Returns17.51%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns24.04%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns22.12%
BANDHAN LIQUID Fund - Regular Plan - Growth
3Y Returns6.93%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.99%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns25.48%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns13.49%