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) | ₹15175 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 | 4.13% | 3.32% |
| 6 Month | 10.7% | 10.55% |
| 1 Year | 7.01% | -0.71% |
| 3 Year | 14.9% | 15.2% |
| 5 Year | 14.56% | 26.84% |
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 | 0.44% | 1.87% |
| 1 Year | 10.78% | 11.5% |
| 3 Year | 13.03% | 11.46% |
| 5 Year | 11.73% | 15.64% |
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 | 10.63% | 15.51% |
| 3 Year | 12% | 17.67% |
| 5 Year | 12.98% | 18.37% |
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 | 0.7% | 0.536% |
| Beta | 0.92% | 1.135% |
| Alpha | -1.08% | 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 | 4.06 | 11.78 |
| Large Cap | 68.07 | 73.66 |
| Mid Cap | 10.09 | 8.87 |
| Small Cap | 17.78 | 5.69 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 1.66 | 0.92 |
| Energy | 4.9 | 12.71 |
| Technology | 9.04 | 1.62 |
| Industrials | 7.11 | 10.41 |
| Financial Services | 31.82 | 23.65 |
| Basic Materials | 7.06 | 4.88 |
| Healthcare | 10.51 | 9.89 |
| Consumer Cyclical | 14.19 | 9.97 |
| Consumer Defensive | 8.59 | 5.22 |
| Communication Services | 3.29 | - |
| Utilities | 1.27 | 17.48 |
| Real Estate | 0.56 | 3.24 |
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