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) | ₹15216 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 | 2.22% | 2.85% |
6 Month | 16.76% | 14.63% |
1 Year | 0.81% | -9.7% |
3 Year | 14.62% | 14.03% |
5 Year | 13.93% | 25.72% |
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 | 5.26% | 3.1% |
1 Year | 15.63% | 7.99% |
3 Year | 15.62% | 12.32% |
5 Year | 13.07% | 16.78% |
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 | 10.84% | 15.7% |
3 Year | 11.93% | 17.87% |
5 Year | 12.91% | 18.19% |
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 | 0.58% | 0.536% |
Beta | 0.93% | 1.135% |
Alpha | -1.3% | 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 | 4.25 | 3.17 |
Large Cap | 68.17 | 82.29 |
Mid Cap | 9.54 | 8.02 |
Small Cap | 18.04 | 6.52 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 2 | 1.91 |
Energy | 4.84 | 15.24 |
Technology | 8.68 | 1.73 |
Industrials | 7.24 | 10.17 |
Financial Services | 30.61 | 23.67 |
Basic Materials | 7.35 | 5.19 |
Healthcare | 10.57 | 9 |
Consumer Cyclical | 14.64 | 9.51 |
Consumer Defensive | 8.86 | 4.63 |
Real Estate | 0.58 | 3.48 |
Communication Services | 3.43 | - |
Utilities | 1.22 | 15.47 |
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