ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15060 Cr | ₹15175 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Sep 2005 | 07 Mar 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 23% | 26% |
| Expense Ratio | 1.69 | 1.7 |
| Manager | Ashutosh Bhargava | Atul Penkar |
| ISIN Code | INF204K01GK4 | INF209K01108 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Month | 4.17% | 5.26% |
| 6 Month | 8.61% | 12.67% |
| 1 Year | 5.56% | 8.86% |
| 3 Year | 18.22% | 15.61% |
| 5 Year | 23.14% | 14.38% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 6 Month | 2.65% | 3.66% |
| 1 Year | 14.25% | 18.54% |
| 3 Year | 16.64% | 16.17% |
| 5 Year | 17.26% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| 1 Year | 10.51% | 10.63% |
| 3 Year | 12.51% | 12% |
| 5 Year | 14.06% | 12.98% |
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 12.81% | 11.52% |
| Sharp | 0.88% | 0.7% |
| Beta | 1% | 0.92% |
| Alpha | 1.22% | -1.08% |
Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Atul Penkar |
| Total AUM | ₹121448 Cr | ₹21393 Cr |
| Funds Managed | 12 | 3 |
| NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 3.75 | 4.06 |
| Large Cap | 64.06 | 68.07 |
| Mid Cap | 14.93 | 10.09 |
| Small Cap | 17.25 | 17.78 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 0.62 | 1.66 |
| Communication Services | 3.76 | 3.29 |
| Energy | 4.49 | 4.9 |
| Industrials | 10.26 | 7.11 |
| Technology | 4.74 | 9.04 |
| Financial Services | 37.67 | 31.82 |
| Consumer Cyclical | 11.26 | 14.19 |
| Healthcare | 5.66 | 10.51 |
| Basic Materials | 4.15 | 7.06 |
| Utilities | 6.97 | 1.27 |
| Consumer Defensive | 10.41 | 8.59 |
| Real Estate | - | 0.56 |
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