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) | ₹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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