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

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

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

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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) ₹14934 Cr ₹15216 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 2.18% 3.11%
6 Month 17.02% 18.54%
1 Year -1.88% 0.29%
3 Year 17.82% 14.53%
5 Year 23.13% 13.78%

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 3.2% 5.26%
1 Year 11.03% 15.63%
3 Year 16.35% 15.62%
5 Year 17.19% 13.07%

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 0.79% 0.58%
Beta 0.99% 0.93%
Alpha 1.45% -1.3%

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 4.18 4.25
Large Cap 63.79 68.17
Mid Cap 14.94 9.54
Small Cap 17.09 18.04

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 1.04 2
Communication Services 3.72 3.43
Energy 4.45 4.84
Industrials 10.94 7.24
Technology 5.71 8.68
Financial Services 37.26 30.61
Consumer Cyclical 11 14.64
Healthcare 5.21 10.57
Basic Materials 4.26 7.35
Utilities 6.65 1.22
Consumer Defensive 9.76 8.86
Real Estate - 0.58

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