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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) | ₹15216 Cr | ₹5524 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 | 2.58% | 3.11% |
| 6 Month | 17.58% | 12.6% |
| 1 Year | -0.49% | 4.54% |
| 3 Year | 13.46% | 17.99% |
| 5 Year | 13.81% | 22.35% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 5.26% | 3.91% |
| 1 Year | 15.63% | 12.64% |
| 3 Year | 15.62% | 17.51% |
| 5 Year | 13.07% | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.84% | 22.57% |
| 3 Year | 11.93% | 22.15% |
| 5 Year | 12.91% | 24.48% |
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% | 9.79% |
| Sharp | 0.58% | 1.07% |
| Beta | 0.93% | 0.68% |
| Alpha | -1.3% | 5.51% |
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 | 4.29 | 15.23 |
| Large Cap | 68.23 | 71.06 |
| Mid Cap | 11.49 | 1.27 |
| Small Cap | 15.99 | 12.44 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.5 | 15.23 |
| Energy | 4.89 | 5.58 |
| Technology | 7.78 | 11.22 |
| Industrials | 7.07 | 1 |
| Financial Services | 32.12 | 29.49 |
| Basic Materials | 7.01 | 0.59 |
| Healthcare | 11.45 | 4.36 |
| Consumer Cyclical | 15.1 | 15.94 |
| Consumer Defensive | 7.78 | 7 |
| Real Estate | 0.68 | - |
| Communication Services | 3.42 | 3.62 |
| Utilities | 1.23 | 5.97 |
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