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ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹15415 Cr | ₹4748 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 |
Trailing Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.34% | -2.74% |
| 6 Month | 0.84% | 0.79% |
| 1 Year | 12.85% | 8.61% |
| 3 Year | 15.81% | 15.85% |
| 5 Year | 11.22% | 15.87% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.01% | -2.98% |
| 1 Year | 2.75% | 0.88% |
| 3 Year | 10.51% | 9.57% |
| 5 Year | 10.72% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.4% | 12.2% |
| 3 Year | 12.18% | 15.07% |
| 5 Year | 12.97% | 14.21% |
Risk Management
| 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% | 0.77% |
| Beta | 0.93% | 0.97% |
| Alpha | -1.17% | -0.59% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.84 | 11.06 |
| Large Cap | 68.38 | 57.83 |
| Mid Cap | 8.64 | 12.85 |
| Small Cap | 16.14 | 18.25 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.24 | 2 |
| Energy | 4.53 | 5.48 |
| Technology | 10.09 | 7.42 |
| Industrials | 7.33 | 13.7 |
| Financial Services | 32.64 | 33.8 |
| Consumer Defensive | 8.38 | 1.15 |
| Basic Materials | 4.67 | 6.88 |
| Healthcare | 10.27 | 4.59 |
| Real Estate | 1.46 | 2.15 |
| Consumer Cyclical | 13.73 | 14.2 |
| Communication Services | 3.64 | 6.24 |
| Utilities | 2.02 | 2.4 |
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