Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs NIPPON INDIA ELSS TAX SAVER FUND compare

Link copied to clipboard!

tortoise-icon NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹15519 Cr ₹15691 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 -1.39% -0.21%
6 Month 3.87% 5.5%
1 Year 3.72% 8.07%
3 Year 16.21% 14.42%
5 Year 18.98% 11.56%

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 1.46% 2.35%
1 Year 13.89% 17.65%
3 Year 14.65% 14.68%
5 Year 15.7% 12.68%

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 10.13% 10.44%
3 Year 12.82% 12.14%
5 Year 14.28% 13%

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 0.8% 0.68%
Beta 0.99% 0.93%
Alpha 0.74% -0.84%

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 4.12 5.6
Large Cap 64.53 68.78
Mid Cap 14.17 8.91
Small Cap 17.18 16.71

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 0.83 1.03
Communication Services 3.85 3.57
Energy 5.33 4.51
Industrials 9.89 7.67
Technology 4.99 9.9
Financial Services 36.78 32.6
Consumer Cyclical 11.56 13.36
Healthcare 6.45 10.85
Basic Materials 3.48 4.69
Utilities 6.38 2
Consumer Defensive 10.46 8.31
Real Estate - 1.51

Top Comparisons

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns20.95%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns22.15%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

VS

Tata Multi Asset Allocation Fund-Regular Plan-Growth Tata Multi Asset Allocation Fund-Regular Plan-Growth

3Y Returns15.1%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns7.1%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.86%

Compare Now

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns16.82%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns17.35%

Compare Now
Add to Cart Successfully