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 | -0.21% | -0.72% |
| 6 Month | 5.5% | 6.78% |
| 1 Year | 8.07% | 6.27% |
| 3 Year | 14.42% | 14.07% |
| 5 Year | 11.56% | 22.95% |
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 | 0.93% | 1.2% |
| 1 Year | 13.66% | 12.7% |
| 3 Year | 14.23% | 12.15% |
| 5 Year | 12.66% | 15.47% |
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 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.92%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.39%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.04%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns10.39%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.25%
Quant Value Fund Regular - Growth
3Y Returns18.2%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.18%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.8%