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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) ₹14626 Cr ₹3977 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 3.25% 2.21%
6 Month -3.63% -4.57%
1 Year 6.54% 8.73%
3 Year 12.19% 17.71%
5 Year 15.37% 23.38%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
6 Month 1.91% -0.81%
1 Year -3.61% -6.04%
3 Year 13.26% 18.77%
5 Year 11.88% 18.1%

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% 15.421%
Sharp 0.29% 0.548%
Beta 0.92% 0.99%
Alpha -2.4% 2.056%

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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 1.41 2.39
Large Cap 69.74 48.17
Small Cap 14.15 26.02
Mid Cap 14.72 23.42

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.41 0.62
Petroleum Products 5.59 -
IT - Software 8.82 -
Construction 3.17 -
Finance 7.17 -
Non - Ferrous Metals 0.87 -
Banks 20.98 -
Pharmaceuticals & Biotechnology 6.02 -
Chemicals & Petrochemicals 1.17 -
Paper, Forest & Jute Products 1.01 -
Healthcare Services 3.76 -
Cement & Cement Products 2.22 -
Automobiles 3.9 -
Personal Products 2.21 -
Transport Services 2.22 -
Diversified FMCG 1.24 -
Insurance 1.05 -
Realty 0.59 -
Retailing 4.24 -
Diversified Metals 0.94 -
Oil 1.59 -
Consumer Durables 2.73 -
Industrial Products 1.02 -
Leisure Services 2.08 -
Auto Components 1.74 -
Telecom - Services 3.62 -
Fertilizers & Agrochemicals 1.19 -
Industrial Manufacturing 1.49 -
Capital Markets 0.59 -
Power 1.3 -
Transport Infrastructure 1.96 -
Ferrous Metals 1.51 -
Beverages 0.62 -
Energy - 4.19
Industrials - 18.01
Technology - 12.24
Consumer Defensive - 3.2
Consumer Cyclical - 19.36
Healthcare - 5.83
Financial Services - 23.48
Basic Materials - 6.44
Utilities - 3.21
Communication Services - 1.91
Real Estate - 1.51

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