ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs HSBC ELSS Tax saver Fund compare

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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tortoise-icon HSBC ELSS Tax saver Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹14918 Cr ₹3386 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 29 Mar 1996 01 Jan 2013
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 26% 70%
Expense Ratio 1.69 1.92
Manager Atul Penkar Gautam Bhupal
ISIN Code INF209K01108 INF677K01064
Exits Load Nil/365 Nil/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 4.2% 3.86%
6 Month 18.59% 26.42%
1 Year 34.81% 47.28%
3 Year 13.26% 20.75%
5 Year 14.49% 19.83%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
6 Month - -
1 Year 15.99% 21.52%
3 Year 30.49% 44.16%
5 Year 47.62% 75.85%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
1 Year 15.28% 22.33%
3 Year 36.01% 56.95%
5 Year 53.59% 86.36%

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% 12.97%
Sharp 0.55% 1%
Beta 0.88% 0.94%
Alpha -4.19% 1.91%

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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
Fund Manage 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

Large Cap 65.43 51.84
Mid Cap 20.95 22.53
Small Cap 12.19 22.85
Others 1.44 2.78

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Financial 23.09 22.44
Energy 9.45 7.84
Construction 5.76 9.39
Technology 6.45 7.59
Communication 3.57 1.62
Capital Goods 3.27 19.87
Healthcare 7.92 4.62
Automobile 9.97 6.11
Consumer Staples 6.32 2.67
Services 11.2 5.57
Materials 2.35 1.25
Chemicals 1.97 0.63
Consumer Discretionary 3.68 5.74
Others 1.44 0.76
Metals & Mining 1.86 3.9
Insurance 1.15 -
Diversified 0.56 -

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