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) | ₹15457 Cr | ₹4144 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 | 0.76% | -1.39% |
6 Month | 15.17% | 13.05% |
1 Year | 4.01% | 1.04% |
3 Year | 13.88% | 19.42% |
5 Year | 14.18% | 20.53% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 5.19% | 3.1% |
1 Year | 9.58% | 3.12% |
3 Year | 14.67% | 17.78% |
5 Year | 12.57% | 17.18% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 10.84% | 13.26% |
3 Year | 11.93% | 14.33% |
5 Year | 12.91% | 13.37% |
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% | 14.03% |
Sharp | 0.71% | 0.97% |
Beta | 0.93% | 0.95% |
Alpha | -1.64% | 4.68% |
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 | 4.29 | 3.03 |
Large Cap | 68.23 | 47.12 |
Mid Cap | 11.49 | 23.19 |
Small Cap | 15.99 | 26.66 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.5 | 1.06 |
Energy | 4.89 | 4.21 |
Technology | 7.78 | 10.45 |
Industrials | 7.07 | 17.07 |
Financial Services | 32.12 | 24.72 |
Basic Materials | 7.01 | 5.85 |
Healthcare | 11.45 | 5.43 |
Consumer Cyclical | 15.1 | 21.11 |
Consumer Defensive | 7.78 | 3.4 |
Real Estate | 0.68 | 1.5 |
Communication Services | 3.42 | 2.16 |
Utilities | 1.23 | 3.04 |
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