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) | ₹15339 Cr | ₹15457 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 | -0.81% | -0.78% |
6 Month | 13.77% | 13.92% |
1 Year | 2.11% | 3.66% |
3 Year | 17.3% | 13.42% |
5 Year | 23.32% | 14.13% |
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 | 4.23% | 5.19% |
1 Year | 7.12% | 9.58% |
3 Year | 16.37% | 14.67% |
5 Year | 17.51% | 12.57% |
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 | 10.74% | 10.84% |
3 Year | 12.38% | 11.93% |
5 Year | 13.91% | 12.91% |
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 | 0.94% | 0.71% |
Beta | 0.98% | 0.93% |
Alpha | 1.33% | -1.64% |
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 | 3.86 | 4.29 |
Large Cap | 64.75 | 68.23 |
Mid Cap | 14.38 | 11.49 |
Small Cap | 17.01 | 15.99 |
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 | 0.73 | 1.5 |
Communication Services | 3.7 | 3.42 |
Energy | 4.4 | 4.89 |
Industrials | 11.38 | 7.07 |
Technology | 5.28 | 7.78 |
Consumer Cyclical | 11.26 | 15.1 |
Financial Services | 38.38 | 32.12 |
Healthcare | 4.43 | 11.45 |
Basic Materials | 4.24 | 7.01 |
Utilities | 6.78 | 1.23 |
Consumer Defensive | 9.42 | 7.78 |
Real Estate | - | 0.68 |
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