Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs SBI Long Term Equity Fund compare

Link copied to clipboard!

tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

Invest Now

tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Fund SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹30616 Cr ₹15870 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 07 Mar 2008
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% 26%
Expense Ratio 1.59 1.7
Manager Dinesh Balachandran Atul Penkar
ISIN Code INF200K01495 INF209K01108
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Month -1.61% -1.35%
6 Month 6.68% 11.91%
1 Year -1.21% 0.53%
3 Year 25.49% 14.83%
5 Year 26.05% 15.04%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
6 Month 4.38% 7.28%
1 Year 5.49% 11.39%
3 Year 22.87% 16.24%
5 Year 23.11% 13.56%

Rolling Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
1 Year 10.42% 11.25%
3 Year 13.24% 11.87%
5 Year 13.27% 12.85%

Risk Management

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Standard Deviation 13.09% 11.52%
Sharp 1.58% 0.93%
Beta 0.94% 0.94%
Alpha 7.03% -2.26%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Name Dinesh Balachandran Atul Penkar
Total AUM ₹69808 Cr ₹21393 Cr
Funds Managed 4 3
SBI ELSS Tax Saver Fund - Regular Plan- Growth ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Market Cap

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 8.95 3.57
Large Cap 62.6 66.31
Small Cap 11.16 15.95
Mid Cap 17.29 14.17

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Others 6.12 0.82
Energy 9.52 6.23
Technology 9.8 8.26
Consumer Cyclical 8.7 14.73
Basic Materials 9.58 7.63
Industrials 8.15 7.5
Financial Services 28.38 31.64
Healthcare 7.37 10.89
Consumer Defensive 4.46 6.85
Utilities 4.84 1.2
Communication Services 2.01 3.5
Real Estate 1.06 0.75

Top Comparisons

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns22.63%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns0%

Compare Now

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns16.27%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns17.58%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.03%

VS

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.59%

Compare Now
Add to Cart Successfully