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) | ₹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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