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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) ₹14626 Cr ₹4572 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 6.57% 4.59%
6 Month -4.34% -1.2%
1 Year 7.52% 12.87%
3 Year 13.4% 18.73%
5 Year 15.46% 27.48%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
6 Month 1.03% 1.14%
1 Year -5.04% 1.61%
3 Year 11.79% 16.66%
5 Year 10.9% 18.42%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
1 Year 11.75% 25.21%
3 Year 11.9% 22.41%
5 Year 12.76% 23.68%

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% 10.084%
Sharp 0.47% 0.992%
Beta 0.92% 0.659%
Alpha -2.45% 4.826%

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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 1.59 19.06
Large Cap 68.45 70.53
Mid Cap 15.71 2.51
Small Cap 14.25 7.9

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Parag Parikh Tax Saver Fund Regular - Growth

Others 1.59 18.87
Petroleum Products 4.57 -
IT - Software 8.04 -
Construction 3.14 -
Finance 6.91 -
Non - Ferrous Metals 1.34 -
Banks 21.35 -
Pharmaceuticals & Biotechnology 6.2 -
Chemicals & Petrochemicals 1.25 -
Paper, Forest & Jute Products 1.05 -
Healthcare Services 3.98 -
Cement & Cement Products 2.22 -
Automobiles 4.1 -
Personal Products 2.18 -
Transport Services 1.78 -
Diversified FMCG 1.21 -
Insurance 1.1 -
Realty 0.6 -
Retailing 4.21 -
Diversified Metals 1.04 -
Oil 1.64 -
Consumer Durables 2.59 -
Industrial Products 1.56 -
Leisure Services 2.03 -
Auto Components 1.93 -
Telecom - Services 3.77 -
Fertilizers & Agrochemicals 1.05 -
Industrial Manufacturing 1.4 -
Capital Markets 0.58 -
Power 1.4 -
Transport Infrastructure 2.04 -
Ferrous Metals 1.51 -
Beverages 0.64 -
Technology - 13.18
Healthcare - 4.43
Financial Services - 31.18
Consumer Cyclical - 14.3
Basic Materials - 0.28
Consumer Defensive - 5.07
Energy - 6.06
Utilities - 5.91
Industrials - 0.73

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