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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) | ₹15682 Cr | ₹4215 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 | -0.51% | -1.85% |
| 6 Month | 6.1% | 3.6% |
| 1 Year | 5.9% | -0.15% |
| 3 Year | 13.82% | 18.49% |
| 5 Year | 12.43% | 17.85% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.35% | 2.55% |
| 1 Year | 18.47% | 13.89% |
| 3 Year | 15.45% | 17.69% |
| 5 Year | 13.22% | 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 | 10.48% | 12.95% |
| 3 Year | 12.12% | 14.55% |
| 5 Year | 13.01% | 13.58% |
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 | 0.73% | 0.88% |
| Beta | 0.93% | 0.98% |
| Alpha | -0.91% | 3.06% |
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 | 4.79 | 4.26 |
| Large Cap | 67.32 | 47.07 |
| Mid Cap | 9.13 | 22.92 |
| Small Cap | 18.75 | 25.75 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 1.26 | 1.65 |
| Energy | 5.28 | 4.42 |
| Technology | 9.74 | 13.32 |
| Industrials | 7.5 | 15.47 |
| Financial Services | 31.64 | 24.01 |
| Consumer Defensive | 8.01 | 2.94 |
| Basic Materials | 5.52 | 5.55 |
| Healthcare | 11.17 | 5.08 |
| Consumer Cyclical | 13.67 | 20.73 |
| Communication Services | 3.49 | 2.28 |
| Utilities | 2.1 | 3.01 |
| Real Estate | 0.63 | 1.55 |
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