ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Parag Parikh Tax Saver Fund Regular compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15870 Cr | ₹5557 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 07 Mar 2008 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 26% | % |
Expense Ratio | 1.7 | 1.73 |
Manager | Atul Penkar | Rajeev Thakkar |
ISIN Code | INF209K01108 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -1.85% | -1.93% |
6 Month | 11.45% | 7.58% |
1 Year | 0.4% | 5.77% |
3 Year | 14.68% | 19.62% |
5 Year | 14.69% | 22.94% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 7.28% | 3.5% |
1 Year | 11.39% | 7.98% |
3 Year | 16.24% | 17.98% |
5 Year | 13.56% | 18.79% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.25% | 23.61% |
3 Year | 11.87% | 22.24% |
5 Year | 12.85% | 24.07% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.52% | 9.78% |
Sharp | 0.93% | 1.50% |
Beta | 0.94% | 0.64% |
Alpha | -2.26% | 5.93% |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Atul Penkar | Rajeev Thakkar |
Total AUM | ₹21393 Cr | ₹0 Cr |
Funds Managed | 3 | 5 |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 3.57 | 14.7 |
Large Cap | 66.31 | 72.74 |
Mid Cap | 14.17 | 1.2 |
Small Cap | 15.95 | 11.36 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 0.82 | 14.7 |
Energy | 6.23 | 5.79 |
Technology | 8.26 | 12.44 |
Industrials | 7.5 | 1.05 |
Financial Services | 31.64 | 29.94 |
Basic Materials | 7.63 | 0.53 |
Healthcare | 10.89 | 4.33 |
Consumer Cyclical | 14.73 | 14.98 |
Consumer Defensive | 6.85 | 6.31 |
Real Estate | 0.75 | - |
Communication Services | 3.5 | 3.79 |
Utilities | 1.2 | 6.13 |
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