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

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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)	₹15895 Cr	₹4680 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	1.68	1.81
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	2.57%	3.25%
6 Month	6.86%	12.78%
1 Year	25.31%	27.82%
3 Year	12.17%	17.56%
5 Year	13.2%	19.15%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month	-	-
1 Year	18.21%	24.54%
3 Year	19.55%	23.82%
5 Year	15.97%	22.42%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year	11.54%	13.74%
3 Year	11.95%	14.85%
5 Year	12.9%	13.09%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Standard Deviation	11.52%	12.5%
Sharp	0.44%	1.01%
Beta	0.93%	0.96%
Alpha	-3.58%	0.31%

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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
Fund Manage	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	0.71	3.66
Large Cap	68.16	57.29
Small Cap	14.39	27.54
Mid Cap	16.78	11.51

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Tax Saver Fund-Growth-Regular Plan
Others	0.71	3.66
Petroleum Products	5.79	3.84
IT - Software	6.8	7.17
Construction	4.78	4.21
Finance	6.67	3.79
Non - Ferrous Metals	0.81	1.32
Banks	19.95	21.81
Pharmaceuticals & Biotechnology	6.33	4.62
Chemicals & Petrochemicals	1.16	0.46
Paper, Forest & Jute Products	1.23	-
Healthcare Services	3.29	-
Cement & Cement Products	1.8	2.9
Automobiles	5.21	1.36
Personal Products	2.4	-
Transport Services	2.02	-
Insurance	1.96	2.58
Diversified FMCG	1.31	-
Realty	1.48	2.92
Retailing	3.81	2.27
Diversified Metals	0.95	-
Oil	1.62	-
Consumer Durables	4.01	1.95
Auto Components	2.57	8.63
Leisure Services	2.33	2.9
Electrical Equipment	0.01	-
Telecom - Services	3.19	3.49
Fertilizers & Agrochemicals	1.71	1.44
Industrial Manufacturing	2.32	-
Capital Markets	0.69	1.44
Power	1.46	3.01
Ferrous Metals	1.07	-
Beverages	0.6	1.77
Household Products	-	0.89
Minerals & Mining	-	1.77
IT - Services	-	1.01
Entertainment	-	1.48
Gas	-	0.76
Aerospace & Defense	-	0.87
Industrial Products	-	3.87
Consumable Fuels	-	1.4
Textiles & Apparels	-	0.41