ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HDFC ELSS Tax saver Fund compare

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HDFC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹16525 Cr	₹15216 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	02 Apr 1996	07 Mar 2008
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	26%
Expense Ratio	1.7	1.7
Manager	Dhruv Muchhal	Atul Penkar
ISIN Code	INF179K01BB8	INF209K01108
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month	2.94%	2.38%
6 Month	15.26%	16.81%
1 Year	2.56%	0.87%
3 Year	21.04%	13.47%
5 Year	25.16%	13.77%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	4.07%	5.26%
1 Year	14.05%	15.63%
3 Year	20.56%	15.62%
5 Year	21.38%	13.07%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	17.03%	10.84%
3 Year	15.38%	11.93%
5 Year	15.1%	12.91%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	11.49%	11.52%
Sharp	1.16%	0.58%
Beta	0.86%	0.93%
Alpha	7.12%	-1.3%

Fund Managers

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name	Dhruv Muchhal	Atul Penkar
Total AUM	₹520687 Cr	₹21393 Cr
Funds Managed	40	3
	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	6.64	4.29
Large Cap	77.83	68.23
Small Cap	11.09	15.99
Mid Cap	4.44	11.49

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	6.07	1.5
Communication Services	4.55	3.42
Energy	1.19	4.89
Technology	5.21	7.78
Industrials	5.69	7.07
Basic Materials	6	7.01
Financial Services	42.46	32.12
Healthcare	9.73	11.45
Consumer Cyclical	16.05	15.1
Utilities	1.76	1.23
Real Estate	0.49	0.68
Consumer Defensive	0.81	7.78

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