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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.19% | 1.36% |
| 6 Month | 7.11% | 6.89% |
| 1 Year | 8.44% | 4.94% |
| 3 Year | 14.53% | 15.24% |
| 5 Year | 12.76% | 18.14% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.85% | 3.45% |
| 1 Year | 15.56% | 13.87% |
| 3 Year | 15.01% | 14.85% |
| 5 Year | 12.99% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.54% | 12.4% |
| 3 Year | 12.12% | 15.05% |
| 5 Year | 13.02% | 14.09% |
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% | 0.72% |
| Beta | 0.93% | 0.97% |
| Alpha | -0.91% | -0.86% |
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 | 4.79 | 8.81 |
| Large Cap | 67.32 | 60.41 |
| Mid Cap | 9.13 | 9.97 |
| Small Cap | 18.75 | 20.81 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.26 | 3.65 |
| Energy | 5.28 | 5.45 |
| Technology | 9.74 | 6.25 |
| Industrials | 7.5 | 15.33 |
| Financial Services | 31.64 | 34.31 |
| Consumer Defensive | 8.01 | 1.85 |
| Basic Materials | 5.52 | 7.32 |
| Healthcare | 11.17 | 3.39 |
| Consumer Cyclical | 13.67 | 13.04 |
| Communication Services | 3.49 | 4.41 |
| Utilities | 2.1 | 2.47 |
| Real Estate | 0.63 | 2.54 |
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