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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) ₹15368 Cr ₹4129 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 3.35% 3.13%
6 Month 5.69% -0.9%
1 Year 4.21% 3.85%
3 Year 18.22% 25.42%
5 Year 15.24% 23.01%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
6 Month 11.2% 10.82%
1 Year 14.73% 12.71%
3 Year 17.03% 22.02%
5 Year 14.01% 19.73%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option HSBC ELSS Tax saver Fund - Regular Growth
1 Year 11.25% 13.62%
3 Year 11.87% 14.24%
5 Year 12.85% 13.28%

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% 15.41%
Sharp 0.7% 0.93%
Beta 0.92% 0.98%
Alpha -1.95% 3.81%

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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 1.67 3.05
Large Cap 67.72 47.54
Mid Cap 15.25 23.63
Small Cap 15.34 25.79

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

HSBC ELSS Tax saver Fund - Regular Growth

Others 1.67 1.05
Petroleum Products 4.68 -
IT - Software 8.11 -
Construction 2.63 -
Finance 8.15 -
Non - Ferrous Metals 1.29 -
Banks 24.34 -
Pharmaceuticals & Biotechnology 5.5 -
Paper, Forest & Jute Products 1.14 -
Healthcare Services 3.85 -
Automobiles 3.85 -
Personal Products 2.36 -
Transport Services 0.54 -
Agricultural Food & other Products 0.04 -
Diversified FMCG 1.16 -
Insurance 1.53 -
Realty 0.67 -
Retailing 4.22 -
Diversified Metals 0.92 -
Oil 1.5 -
Consumer Durables 2.64 -
Industrial Products 2.09 -
Leisure Services 2.06 -
Auto Components 1.55 -
Telecom - Services 3.34 -
Chemicals & Petrochemicals 0.82 -
Fertilizers & Agrochemicals 0.83 -
Cement & Cement Products 1.06 -
Industrial Manufacturing 1.09 -
Capital Markets 0.66 -
Power 1.23 -
Transport Infrastructure 2.33 -
Ferrous Metals 1.48 -
Beverages 0.65 -
Energy - 4.29
Industrials - 17.66
Technology - 10.61
Consumer Defensive - 3.36
Consumer Cyclical - 19.92
Healthcare - 5.16
Financial Services - 25.6
Basic Materials - 5.73
Utilities - 3.04
Communication Services - 2.1
Real Estate - 1.48

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