ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Quant ELSS Tax Saver Fund Regular Plan compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Fund | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15691 Cr | ₹10279 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 07 Mar 2008 | 31 Mar 2000 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 26% | % |
| Expense Ratio | 1.7 | 1.71 |
| Manager | Atul Penkar | Vasav Sahgal |
| ISIN Code | INF209K01108 | INF966L01135 |
| 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 | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.06% | -0.83% |
| 6 Month | 1.81% | 1.16% |
| 1 Year | 9.33% | 6.74% |
| 3 Year | 14.77% | 14.98% |
| 5 Year | 10.93% | 22.23% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.93% | 2.66% |
| 1 Year | 14.4% | 13.93% |
| 3 Year | 14.02% | 11.83% |
| 5 Year | 12.54% | 15.21% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.44% | 16.79% |
| 3 Year | 12.14% | 17.74% |
| 5 Year | 13% | 17.57% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.52% | 17.25% |
| Sharp | 0.68% | 0.536% |
| Beta | 0.93% | 1.135% |
| Alpha | -0.84% | 0.439% |
Fund Managers
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Name | Atul Penkar | Vasav Sahgal |
| Total AUM | ₹21393 Cr | ₹46505 Cr |
| Funds Managed | 3 | 21 |
| ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
Market Cap
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 5.6 | 10.7 |
| Large Cap | 68.78 | 77.4 |
| Mid Cap | 8.91 | 6.99 |
| Small Cap | 16.71 | 4.91 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.03 | 1.98 |
| Energy | 4.51 | 11.89 |
| Technology | 9.9 | 4.24 |
| Industrials | 7.67 | 11.63 |
| Financial Services | 32.6 | 24.08 |
| Consumer Defensive | 8.31 | 5.59 |
| Basic Materials | 4.69 | 4.52 |
| Healthcare | 10.85 | 6.02 |
| Real Estate | 1.51 | 3.05 |
| Consumer Cyclical | 13.36 | 10.2 |
| Communication Services | 3.57 | - |
| Utilities | 2 | 16.8 |
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