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)	₹17241 Cr	₹15691 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	0.18%	0.26%
6 Month	5.2%	5.34%
1 Year	6.33%	5.39%
3 Year	20.35%	14.29%
5 Year	22.38%	11.91%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month	2.3%	2.35%
1 Year	14.95%	17.65%
3 Year	18.35%	14.68%
5 Year	19.78%	12.68%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year	16.54%	10.48%
3 Year	16.35%	12.12%
5 Year	15.75%	13.01%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation	11.17%	11.52%
Sharp	1.12%	0.68%
Beta	0.83%	0.93%
Alpha	5.39%	-0.84%

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	5.97	4.79
Large Cap	78.91	67.32
Small Cap	10.97	18.75
Mid Cap	4.14	9.13

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Others	5.42	1.26
Communication Services	4.65	3.49
Energy	1.21	5.28
Technology	5.12	9.74
Industrials	5.64	7.5
Basic Materials	6.09	4.56
Financial Services	42.42	31.64
Healthcare	9.88	11.17
Consumer Cyclical	17.06	13.67
Utilities	1.68	2.1
Consumer Defensive	0.83	8.01
Real Estate	-	1.59

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