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) | ₹15682 Cr | ₹17241 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 | 0.45% | 1.91% |
| 6 Month | 5.5% | 4.68% |
| 1 Year | 5.48% | 3.24% |
| 3 Year | 14.02% | 18.79% |
| 5 Year | 12.48% | 20.47% |
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 | 3.12% | 4.07% |
| 1 Year | 17.8% | 15.35% |
| 3 Year | 14.82% | 17.58% |
| 5 Year | 12.78% | 17.57% |
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 | 10.48% | 13.74% |
| 3 Year | 12.12% | 16.74% |
| 5 Year | 13.01% | 16.09% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.40% | 13.09% |
| Sharp | 0.61% | 0.90% |
| Beta | 0.93% | 0.96% |
| Alpha | -0.47% | 3.41% |
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 | 1.27 | 0.75 |
| Large Cap | 68.16 | 69.26 |
| Mid Cap | 11.84 | 16.38 |
| Small Cap | 18.75 | 13.61 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.27 | 0.75 |
| Petroleum Products | 4.04 | 3.33 |
| IT - Software | 7.86 | 9.38 |
| Construction | 2.83 | 3.97 |
| Finance | 7.74 | 5.49 |
| Diversified FMCG | 1 | 3.52 |
| Non - Ferrous Metals | 1.69 | 0.95 |
| Insurance | 2.83 | 3.88 |
| Banks | 24.59 | 28.74 |
| Pharmaceuticals & Biotechnology | 5.51 | 6.89 |
| Paper, Forest & Jute Products | 0.96 | - |
| Healthcare Services | 4.45 | 2.75 |
| Automobiles | 2.63 | 3.5 |
| Personal Products | 2.59 | 1.35 |
| Agricultural Food & other Products | 0.73 | - |
| Retailing | 4.88 | - |
| Beverages | 1.45 | - |
| Diversified Metals | 0.3 | - |
| Oil | 1.25 | 1.39 |
| Fertilizers & Agrochemicals | 0.64 | 0.8 |
| Consumer Durables | 2.9 | 2.64 |
| Industrial Products | 2.36 | 0.34 |
| Capital Markets | 1.83 | - |
| Leisure Services | 1.68 | - |
| Auto Components | 1.55 | 4.29 |
| Telecom - Services | 3.49 | 5.09 |
| Chemicals & Petrochemicals | 0.82 | 1.85 |
| Cement & Cement Products | 1.11 | 1.78 |
| Power | 2.1 | 1.86 |
| Transport Infrastructure | 2.31 | - |
| Realty | 0.63 | - |
| Transport Services | - | 0.66 |
| Gas | - | 2.94 |
| Ferrous Metals | - | 1.03 |
| Textiles & Apparels | - | 0.83 |
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