ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Tata ELSS Tax Saver Fund compare

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tortoise-icon ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 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) ₹14918 Cr ₹3955 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 29 Mar 1996 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 1.69 1.84
Manager Atul Penkar Sailesh Jain
ISIN Code INF209K01108 INF277K01I52
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Month 5.19% 7.23%
6 Month 18.61% 18.83%
1 Year 35.76% 38.81%
3 Year 13.8% 20.66%
5 Year 14.43% 19.02%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
6 Month - -
1 Year 15.99% 14.48%
3 Year 30.49% 34.65%
5 Year 47.62% 67.29%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option Tata ELSS Tax Saver Fund-Growth-Regular Plan
1 Year 15.28% 21%
3 Year 36.01% 53.22%
5 Year 53.59% 76.33%

Risk Management

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 0.55% 0.95%
Beta 0.88% 0.97%
Alpha -4.5% 0.28%

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Fund Managers

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

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Large Cap 65.43 59.14
Mid Cap 20.95 13.56
Small Cap 12.19 24.53
Others 1.44 2.77

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

Tata ELSS Tax Saver Fund-Growth-Regular Plan

Financial 23.09 28.11
Energy 9.45 8.18
Construction 5.76 6.73
Technology 6.45 7.33
Communication 3.57 3.3
Capital Goods 3.27 7.31
Healthcare 7.92 4.5
Automobile 9.97 10.21
Consumer Staples 6.32 2.74
Services 11.2 5.23
Materials 2.35 5.07
Chemicals 1.97 1.96
Consumer Discretionary 3.68 1.59
Others 1.44 2.54
Metals & Mining 1.86 2.8
Insurance 1.15 2.4
Diversified 0.56 -

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