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) | ₹15513 Cr | ₹15682 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 | 0.66% | -0.05% |
| 6 Month | 4.56% | 6.38% |
| 1 Year | 7.96% | 10.65% |
| 3 Year | 17.37% | 14.6% |
| 5 Year | 20.85% | 12.74% |
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 | 2.53% | 2.4% |
| 1 Year | 14.74% | 16.6% |
| 3 Year | 15.85% | 14.98% |
| 5 Year | 16.53% | 12.81% |
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 | 10.33% | 10.48% |
| 3 Year | 12.72% | 12.1% |
| 5 Year | 14.21% | 13.01% |
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 | 0.87% | 0.73% |
| Beta | 0.99% | 0.93% |
| Alpha | 1.03% | -0.91% |
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 | 3.46 | 4.79 |
| Large Cap | 64.66 | 67.32 |
| Mid Cap | 14.7 | 9.13 |
| Small Cap | 17.17 | 18.75 |
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 | 0.23 | 1.26 |
| Communication Services | 3.79 | 3.49 |
| Energy | 5.2 | 5.28 |
| Industrials | 10.11 | 7.5 |
| Technology | 4.79 | 9.74 |
| Financial Services | 37.01 | 31.64 |
| Consumer Cyclical | 11.61 | 13.67 |
| Healthcare | 6.02 | 11.17 |
| Basic Materials | 4.06 | 5.52 |
| Utilities | 6.65 | 2.1 |
| Consumer Defensive | 10.54 | 8.01 |
| Real Estate | - | 0.63 |
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