ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare

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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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Chart Comparison

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

Overview

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Fund	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14626 Cr	₹4398 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹500	₹500
Launch Date	07 Mar 2008	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	26%	20%
Expense Ratio	1.7	1.82
Manager	Atul Penkar	Sailesh Jain
ISIN Code	INF209K01108	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month	4.16%	2.32%
6 Month	0.05%	-4%
1 Year	4.98%	5.72%
3 Year	17.13%	20.04%
5 Year	15.93%	22.59%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	9.27%	6.87%
1 Year	8.87%	4.39%
3 Year	15.67%	15.88%
5 Year	13.16%	16.57%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	11.25%	13.57%
3 Year	11.87%	14.8%
5 Year	12.85%	13.66%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	11.52%	14.429%
Sharp	0.7%	0.451%
Beta	0.92%	0.972%
Alpha	-1.95%	0.237%

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Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Name	Atul Penkar	Sailesh Jain
Total AUM	₹21393 Cr	₹17041 Cr
Funds Managed	3	7
	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.62	5.12
Large Cap	68.55	60.14
Mid Cap	15.7	10.05
Small Cap	14.13	24.69

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	1.62	4.54
Petroleum Products	4.85	-
IT - Software	7.94	-
Construction	2.48	-
Finance	7.58	-
Non - Ferrous Metals	1.32	-
Banks	23.47	-
Pharmaceuticals & Biotechnology	6.19	-
Paper, Forest & Jute Products	1.04	-
Healthcare Services	3.87	-
Automobiles	4.19	-
Personal Products	2.17	-
Transport Services	0.76	-
Diversified FMCG	1.23	-
Insurance	1.34	-
Realty	0.65	-
Retailing	4.45	-
Diversified Metals	0.92	-
Oil	1.59	-
Consumer Durables	2.77	-
Industrial Products	1.72	-
Leisure Services	1.94	-
Auto Components	1.84	-
Telecom - Services	3.96	-
Chemicals & Petrochemicals	0.75	-
Fertilizers & Agrochemicals	0.87	-
Cement & Cement Products	1.15	-
Industrial Manufacturing	1.22	-
Capital Markets	0.57	-
Power	1.36	-
Transport Infrastructure	2.05	-
Ferrous Metals	1.45	-
Beverages	0.69	-
Communication Services	-	3.74
Energy	-	5.19
Technology	-	7.95
Basic Materials	-	7.21
Consumer Cyclical	-	16.2
Industrials	-	13.81
Financial Services	-	31.02
Healthcare	-	3.54
Real Estate	-	2.78
Utilities	-	2.54
Consumer Defensive	-	1.49