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) | ₹15870 Cr | ₹4251 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 | 0.13% | 0.06% |
6 Month | 8.24% | 4.22% |
1 Year | 2.89% | 3.23% |
3 Year | 16.52% | 23.75% |
5 Year | 14.96% | 22.77% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 9.39% | 9.54% |
1 Year | 12.22% | 10.34% |
3 Year | 16.11% | 21.28% |
5 Year | 13.45% | 19.25% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 11.25% | 13.62% |
3 Year | 11.87% | 14.24% |
5 Year | 12.85% | 13.28% |
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% | 14.68% |
Sharp | 0.93% | 1.20% |
Beta | 0.94% | 0.96% |
Alpha | -2.26% | 4.60% |
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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 | 2.81 | 3.05 |
Large Cap | 67.73 | 47.54 |
Mid Cap | 14.11 | 23.63 |
Small Cap | 15.35 | 25.79 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.67 | 1.05 |
Energy | 6.18 | 4.29 |
Technology | 8.11 | 10.61 |
Industrials | 8.68 | 17.66 |
Financial Services | 31.73 | 25.6 |
Basic Materials | 7.55 | 5.73 |
Healthcare | 9.96 | 5.16 |
Consumer Cyclical | 14.46 | 19.92 |
Consumer Defensive | 6.42 | 3.36 |
Real Estate | 0.66 | 1.48 |
Communication Services | 3.34 | 2.1 |
Utilities | 1.23 | 3.04 |
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