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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
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) | ₹16645 Cr | ₹15175 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 | 3.96% | 4.9% |
| 6 Month | 7.53% | 11.54% |
| 1 Year | 9.26% | 8.01% |
| 3 Year | 21.93% | 15.46% |
| 5 Year | 26.15% | 14.74% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 3.06% | 3.66% |
| 1 Year | 15.77% | 18.54% |
| 3 Year | 20.28% | 16.17% |
| 5 Year | 21.24% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 10.63% |
| 3 Year | 15.49% | 12% |
| 5 Year | 15.17% | 12.98% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 11.34% | 11.52% |
| Sharp | 1.25% | 0.7% |
| Beta | 0.86% | 0.92% |
| Alpha | 6.51% | -1.08% |
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 | 6.45 | 4.06 |
| Large Cap | 78.27 | 68.07 |
| Small Cap | 11.34 | 17.78 |
| Mid Cap | 3.94 | 10.09 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 5.89 | 1.66 |
| Communication Services | 4.44 | 3.29 |
| Energy | 1.17 | 4.9 |
| Technology | 4.93 | 9.04 |
| Industrials | 5.64 | 7.11 |
| Basic Materials | 6 | 7.06 |
| Financial Services | 41.44 | 31.82 |
| Healthcare | 10.25 | 10.51 |
| Consumer Cyclical | 17.76 | 14.19 |
| Utilities | 1.69 | 1.27 |
| Consumer Defensive | 0.8 | 8.59 |
| Real Estate | - | 0.56 |
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