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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) | ₹15216 Cr | ₹4472 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 | 2.75% | 3.06% |
| 6 Month | 18.76% | 14.83% |
| 1 Year | 0.06% | -2.7% |
| 3 Year | 14.4% | 15.44% |
| 5 Year | 13.45% | 19.56% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.26% | 2.82% |
| 1 Year | 15.63% | 7.24% |
| 3 Year | 15.62% | 13.99% |
| 5 Year | 13.07% | 14.86% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.84% | 13.05% |
| 3 Year | 11.93% | 14.97% |
| 5 Year | 12.91% | 13.83% |
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% | 13.41% |
| Sharp | 0.58% | 0.56% |
| Beta | 0.93% | 0.97% |
| Alpha | -1.3% | 0.41% |
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 | 4.29 | 8.42 |
| Large Cap | 68.23 | 59.84 |
| Mid Cap | 11.49 | 10.01 |
| Small Cap | 15.99 | 21.73 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 4.55 |
| Energy | 4.89 | 5.27 |
| Technology | 7.78 | 6.27 |
| Industrials | 7.07 | 14.5 |
| Financial Services | 32.12 | 34.15 |
| Basic Materials | 7.01 | 7.14 |
| Healthcare | 11.45 | 3.38 |
| Consumer Cyclical | 15.1 | 13.87 |
| Consumer Defensive | 7.78 | 1.76 |
| Real Estate | 0.68 | 2.4 |
| Communication Services | 3.42 | 4.22 |
| Utilities | 1.23 | 2.51 |
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