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) | ₹15691 Cr | ₹5867 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 | -0.3% | -0.95% |
| 6 Month | 4.24% | -0.11% |
| 1 Year | 6.69% | 3.21% |
| 3 Year | 14.29% | 16.47% |
| 5 Year | 11.44% | 18.56% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.35% | 0.05% |
| 1 Year | 17.65% | 7.6% |
| 3 Year | 14.68% | 13.7% |
| 5 Year | 12.68% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.44% | 20.5% |
| 3 Year | 12.14% | 21.82% |
| 5 Year | 13% | 23.25% |
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% | 9.38% |
| Sharp | 0.68% | 0.95% |
| Beta | 0.93% | 0.66% |
| Alpha | -0.84% | 3.20% |
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 | 5.6 | 14.71 |
| Large Cap | 68.78 | 70.72 |
| Mid Cap | 8.91 | 0.97 |
| Small Cap | 16.71 | 13.59 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.03 | 13.88 |
| Energy | 4.51 | 5.26 |
| Technology | 9.9 | 11.13 |
| Industrials | 7.67 | 2.28 |
| Financial Services | 32.6 | 35.09 |
| Consumer Defensive | 8.31 | 8.38 |
| Basic Materials | 4.69 | 0.49 |
| Healthcare | 10.85 | 4.2 |
| Real Estate | 1.51 | - |
| Consumer Cyclical | 13.36 | 9.48 |
| Communication Services | 3.57 | 3.82 |
| Utilities | 2 | 5.99 |
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