ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HSBC ELSS Tax saver Fund compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14626 Cr | ₹3977 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 07 Mar 2008 | 27 Feb 2006 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26% | 70% |
Expense Ratio | 1.7 | 1.89 |
Manager | Atul Penkar | Gautam Bhupal |
ISIN Code | INF209K01108 | INF677K01064 |
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 | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Month | 3.25% | 2.21% |
6 Month | -3.63% | -4.57% |
1 Year | 6.54% | 8.73% |
3 Year | 12.19% | 17.71% |
5 Year | 15.37% | 23.38% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 1.91% | -0.81% |
1 Year | -3.61% | -6.04% |
3 Year | 13.26% | 18.77% |
5 Year | 11.88% | 18.1% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 11.75% | 14.01% |
3 Year | 11.9% | 14.15% |
5 Year | 12.76% | 13.19% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.52% | 15.421% |
Sharp | 0.29% | 0.548% |
Beta | 0.92% | 0.99% |
Alpha | -2.4% | 2.056% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Name | Atul Penkar | Gautam Bhupal |
Total AUM | ₹21393 Cr | ₹25949 Cr |
Funds Managed | 3 | 13 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.41 | 2.39 |
Large Cap | 69.74 | 48.17 |
Small Cap | 14.15 | 26.02 |
Mid Cap | 14.72 | 23.42 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.41 | 0.62 |
Petroleum Products | 5.59 | - |
IT - Software | 8.82 | - |
Construction | 3.17 | - |
Finance | 7.17 | - |
Non - Ferrous Metals | 0.87 | - |
Banks | 20.98 | - |
Pharmaceuticals & Biotechnology | 6.02 | - |
Chemicals & Petrochemicals | 1.17 | - |
Paper, Forest & Jute Products | 1.01 | - |
Healthcare Services | 3.76 | - |
Cement & Cement Products | 2.22 | - |
Automobiles | 3.9 | - |
Personal Products | 2.21 | - |
Transport Services | 2.22 | - |
Diversified FMCG | 1.24 | - |
Insurance | 1.05 | - |
Realty | 0.59 | - |
Retailing | 4.24 | - |
Diversified Metals | 0.94 | - |
Oil | 1.59 | - |
Consumer Durables | 2.73 | - |
Industrial Products | 1.02 | - |
Leisure Services | 2.08 | - |
Auto Components | 1.74 | - |
Telecom - Services | 3.62 | - |
Fertilizers & Agrochemicals | 1.19 | - |
Industrial Manufacturing | 1.49 | - |
Capital Markets | 0.59 | - |
Power | 1.3 | - |
Transport Infrastructure | 1.96 | - |
Ferrous Metals | 1.51 | - |
Beverages | 0.62 | - |
Energy | - | 4.19 |
Industrials | - | 18.01 |
Technology | - | 12.24 |
Consumer Defensive | - | 3.2 |
Consumer Cyclical | - | 19.36 |
Healthcare | - | 5.83 |
Financial Services | - | 23.48 |
Basic Materials | - | 6.44 |
Utilities | - | 3.21 |
Communication Services | - | 1.91 |
Real Estate | - | 1.51 |
Top Comparisons
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns17.08%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns20.53%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.59%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.05%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns12.97%
Invesco India Dynamic Equity Fund - Growth
3Y Returns13.03%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns7.65%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns8.84%