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) ₹15895 Cr ₹4253 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 1.68 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 -2.51% -5.03%
6 Month -7.07% -5.3%
1 Year 8.62% 16.6%
3 Year 9.82% 15.45%
5 Year 10.41% 16.83%

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 -2.71% 2.34%
3 Year 12.98% 20.81%
5 Year 12.06% 19.86%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
1 Year 11.75% 14.01%
3 Year 11.9% 14.15%
5 Year 12.76% 13.19%

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 0.34% 1.02%
Beta 0.94% 0.93%
Alpha -3.34% 1.15%

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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

Others 0.71 1.27
Large Cap 68.16 47.77
Small Cap 14.39 26.42
Mid Cap 16.78 24.54

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 0.71 1.27
Petroleum Products 5.79 2.68
IT - Software 6.8 9.25
Construction 4.78 4.13
Finance 6.67 6.11
Non - Ferrous Metals 0.81 -
Banks 19.95 13.82
Pharmaceuticals & Biotechnology 6.33 3.53
Chemicals & Petrochemicals 1.16 1.51
Paper, Forest & Jute Products 1.23 -
Healthcare Services 3.29 2.4
Cement & Cement Products 1.8 1.04
Automobiles 5.21 3.03
Personal Products 2.4 0.84
Transport Services 2.02 -
Insurance 1.96 -
Diversified FMCG 1.31 -
Realty 1.48 1.66
Retailing 3.81 5.36
Diversified Metals 0.95 -
Oil 1.62 0.97
Consumer Durables 4.01 5.72
Auto Components 2.57 3.61
Leisure Services 2.33 2.78
Electrical Equipment 0.01 10.14
Telecom - Services 3.19 1.72
Fertilizers & Agrochemicals 1.71 -
Industrial Manufacturing 2.32 1.8
Capital Markets 0.69 2.55
Power 1.46 2.33
Ferrous Metals 1.07 1.99
Beverages 0.6 -
Food Products - 1.08
Aerospace & Defense - 2.16
Agricultural Food & other Products - 1.21
Gas - 0.93
Household Products - 0.41
Industrial Products - 2.64
Textiles & Apparels - 1.33

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