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 Fund - Regular Plan - Growth Option

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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 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)	₹15175 Cr	₹4550 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	1.1%	1.26%
6 Month	12.75%	9.44%
1 Year	3.57%	-0.24%
3 Year	15.69%	16.21%
5 Year	14.29%	19.66%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	3.38%	2.23%
1 Year	17.51%	10.59%
3 Year	15.72%	14.19%
5 Year	13.29%	14.97%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	10.63%	12.85%
3 Year	12%	14.94%
5 Year	12.98%	13.91%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.52%	13.24%
Sharp	0.7%	0.68%
Beta	0.92%	0.98%
Alpha	-1.08%	0.32%

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	4.06	8.5
Large Cap	68.07	59.62
Mid Cap	10.09	10.16
Small Cap	17.78	21.72

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.66	4.39
Energy	4.9	5.29
Technology	9.04	6.03
Industrials	7.11	14.31
Financial Services	31.82	33.88
Basic Materials	7.06	7.06
Healthcare	10.51	3.19
Consumer Cyclical	14.19	14.67
Consumer Defensive	8.59	1.83
Communication Services	3.29	4.18
Utilities	1.27	2.58
Real Estate	0.56	2.59