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) | ₹15260 Cr | ₹15415 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 | -4.98% | -4.1% |
| 6 Month | -4.13% | -2.21% |
| 1 Year | 6.33% | 9.91% |
| 3 Year | 15.28% | 13.86% |
| 5 Year | 16.8% | 9.76% |
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 | -4.24% | -3.01% |
| 1 Year | -2.04% | 2.75% |
| 3 Year | 9.71% | 10.51% |
| 5 Year | 13.05% | 10.72% |
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% | 10.4% |
| 3 Year | 12.89% | 12.18% |
| 5 Year | 14.34% | 12.97% |
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 | 0.84% | 0.73% |
| Beta | 1% | 0.93% |
| Alpha | 0.14% | -1.17% |
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 | 3.9 | 6.84 |
| Large Cap | 64.46 | 68.38 |
| Mid Cap | 14.15 | 8.64 |
| Small Cap | 17.49 | 16.14 |
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 | 0.33 | 1.24 |
| Communication Services | 4.08 | 3.64 |
| Energy | 5.53 | 4.53 |
| Industrials | 10.12 | 7.33 |
| Technology | 4.86 | 10.09 |
| Financial Services | 36.38 | 32.64 |
| Consumer Cyclical | 11.89 | 13.73 |
| Healthcare | 6.32 | 10.27 |
| Basic Materials | 3.29 | 4.67 |
| Utilities | 6.59 | 2.02 |
| Consumer Defensive | 10.62 | 8.38 |
| Real Estate | - | 1.46 |
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