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) | ₹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 |
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