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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) | ₹15175 Cr | ₹4088 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 | 3.63% | 2.97% |
| 6 Month | 11.3% | 11.67% |
| 1 Year | 7.5% | 5.25% |
| 3 Year | 14.99% | 19.65% |
| 5 Year | 14.6% | 20.55% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.5% | 0.7% |
| 1 Year | 10.65% | 8.54% |
| 3 Year | 13.13% | 16.69% |
| 5 Year | 11.74% | 16.47% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.63% | 13.09% |
| 3 Year | 12% | 14.4% |
| 5 Year | 12.98% | 13.43% |
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 | 0.7% | 0.88% |
| Beta | 0.92% | 0.98% |
| Alpha | -1.08% | 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 | 4.06 | 3.17 |
| Large Cap | 68.07 | 46.94 |
| Mid Cap | 10.09 | 23.29 |
| Small Cap | 17.78 | 26.6 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 1.66 | 0.9 |
| Energy | 4.9 | 4.2 |
| Technology | 9.04 | 13.04 |
| Industrials | 7.11 | 15.66 |
| Financial Services | 31.82 | 23.46 |
| Basic Materials | 7.06 | 5.96 |
| Healthcare | 10.51 | 5.08 |
| Consumer Cyclical | 14.19 | 21.93 |
| Consumer Defensive | 8.59 | 3.05 |
| Communication Services | 3.29 | 2.15 |
| Utilities | 1.27 | 3.12 |
| Real Estate | 0.56 | 1.44 |
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