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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Parag Parikh Tax Saver Fund Regular compare

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

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹15682 Cr ₹5791 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 1.81% 0.61%
6 Month 8.16% 3.81%
1 Year 10.5% 6.64%
3 Year 14.49% 16.25%
5 Year 13.29% 20.09%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
6 Month 2.4% -0.03%
1 Year 16.6% 7.67%
3 Year 14.98% 14.61%
5 Year 12.81% 16.24%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
1 Year 10.48% 20.96%
3 Year 12.1% 21.93%
5 Year 13.01% 23.65%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 12.43% 9.37%
Sharp 0.66% 0.98%
Beta 0.93% 0.66%
Alpha -0.55% 3.02%

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 4.06 15.3
Large Cap 68.07 70.57
Mid Cap 10.09 1.01
Small Cap 17.78 13.13

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Parag Parikh Tax Saver Fund Regular - Growth

Others 1.66 14.38
Energy 4.9 5.68
Technology 9.04 10.5
Industrials 7.11 1.02
Financial Services 31.82 36.55
Basic Materials 7.06 0.49
Healthcare 10.51 4.14
Consumer Cyclical 14.19 9.55
Consumer Defensive 8.59 8.16
Communication Services 3.29 3.49
Utilities 1.27 6.05
Real Estate 0.56 -

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