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

Link copied to clipboard!

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Invest Now

Tata ELSS Fund - Regular Plan - Growth Option

Invest Now

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 Fund - Regular Plan - Growth Option
Fund	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹15682 Cr	₹4717 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 Fund - Regular Plan - Growth Option
1 Month	0.11%	0.78%
6 Month	5.72%	5.25%
1 Year	5.73%	1.82%
3 Year	13.85%	14.26%
5 Year	12.41%	17.38%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	3.35%	4.75%
1 Year	18.47%	17.27%
3 Year	15.45%	15.25%
5 Year	13.22%	15.45%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	10.48%	12.35%
3 Year	12.12%	15.06%
5 Year	13.01%	14.1%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.52%	12.5%
Sharp	0.73%	0.72%
Beta	0.93%	0.97%
Alpha	-0.91%	-0.86%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
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 Fund - Regular Plan - Growth Option

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.27	3.22
Large Cap	68.16	62.1
Mid Cap	11.84	13.29
Small Cap	18.75	21.39

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.27	3.22
Petroleum Products	4.04	4.25
IT - Software	7.86	6.11
Construction	2.83	3.93
Finance	7.74	6.4
Diversified FMCG	1	0.65
Non - Ferrous Metals	1.69	1.62
Insurance	2.83	2.83
Banks	24.59	24.14
Pharmaceuticals & Biotechnology	5.51	4.56
Paper, Forest & Jute Products	0.96	-
Healthcare Services	4.45	0.23
Automobiles	2.63	0.82
Personal Products	2.59	-
Agricultural Food & other Products	0.73	-
Retailing	4.88	1.81
Beverages	1.45	1.19
Diversified Metals	0.3	-
Oil	1.25	-
Fertilizers & Agrochemicals	0.64	1.14
Consumer Durables	2.9	0.81
Industrial Products	2.36	5.49
Capital Markets	1.83	0.95
Leisure Services	1.68	1.97
Auto Components	1.55	7.78
Telecom - Services	3.49	4.41
Chemicals & Petrochemicals	0.82	-
Cement & Cement Products	1.11	2.97
Power	2.1	2.47
Transport Infrastructure	2.31	-
Realty	0.63	2.54
Household Products	-	0.98
Minerals & Mining	-	1.38
Healthcare Equipment & Supplies	-	0.19
Aerospace & Defense	-	1.29
Electrical Equipment	-	1.24
Consumable Fuels	-	1.19
Transport Services	-	1.01
Textiles & Apparels	-	0.43