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) | ₹15368 Cr | ₹4129 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 | 3.35% | 3.13% |
6 Month | 5.69% | -0.9% |
1 Year | 4.21% | 3.85% |
3 Year | 18.22% | 25.42% |
5 Year | 15.24% | 23.01% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 11.2% | 10.82% |
1 Year | 14.73% | 12.71% |
3 Year | 17.03% | 22.02% |
5 Year | 14.01% | 19.73% |
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% | 15.41% |
Sharp | 0.7% | 0.93% |
Beta | 0.92% | 0.98% |
Alpha | -1.95% | 3.81% |
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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 | 1.67 | 3.05 |
Large Cap | 67.72 | 47.54 |
Mid Cap | 15.25 | 23.63 |
Small Cap | 15.34 | 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 |
Petroleum Products | 4.68 | - |
IT - Software | 8.11 | - |
Construction | 2.63 | - |
Finance | 8.15 | - |
Non - Ferrous Metals | 1.29 | - |
Banks | 24.34 | - |
Pharmaceuticals & Biotechnology | 5.5 | - |
Paper, Forest & Jute Products | 1.14 | - |
Healthcare Services | 3.85 | - |
Automobiles | 3.85 | - |
Personal Products | 2.36 | - |
Transport Services | 0.54 | - |
Agricultural Food & other Products | 0.04 | - |
Diversified FMCG | 1.16 | - |
Insurance | 1.53 | - |
Realty | 0.67 | - |
Retailing | 4.22 | - |
Diversified Metals | 0.92 | - |
Oil | 1.5 | - |
Consumer Durables | 2.64 | - |
Industrial Products | 2.09 | - |
Leisure Services | 2.06 | - |
Auto Components | 1.55 | - |
Telecom - Services | 3.34 | - |
Chemicals & Petrochemicals | 0.82 | - |
Fertilizers & Agrochemicals | 0.83 | - |
Cement & Cement Products | 1.06 | - |
Industrial Manufacturing | 1.09 | - |
Capital Markets | 0.66 | - |
Power | 1.23 | - |
Transport Infrastructure | 2.33 | - |
Ferrous Metals | 1.48 | - |
Beverages | 0.65 | - |
Energy | - | 4.29 |
Industrials | - | 17.66 |
Technology | - | 10.61 |
Consumer Defensive | - | 3.36 |
Consumer Cyclical | - | 19.92 |
Healthcare | - | 5.16 |
Financial Services | - | 25.6 |
Basic Materials | - | 5.73 |
Utilities | - | 3.04 |
Communication Services | - | 2.1 |
Real Estate | - | 1.48 |
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