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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) | ₹15691 Cr | ₹4795 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 | -0.97% | -0.67% |
| 6 Month | 1.93% | 2.93% |
| 1 Year | 9.1% | 4.52% |
| 3 Year | 15.09% | 16.02% |
| 5 Year | 11.21% | 16.79% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.93% | 3.63% |
| 1 Year | 14.4% | 15% |
| 3 Year | 14.02% | 13.98% |
| 5 Year | 12.54% | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.44% | 12.33% |
| 3 Year | 12.14% | 15.02% |
| 5 Year | 13% | 14.15% |
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 | 0.68% | 0.7% |
| Beta | 0.93% | 0.97% |
| Alpha | -0.84% | -0.5% |
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 | 5.6 | 10.14 |
| Large Cap | 68.78 | 58.47 |
| Mid Cap | 8.91 | 12.93 |
| Small Cap | 16.71 | 18.46 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.03 | 2.83 |
| Energy | 4.51 | 5.36 |
| Technology | 9.9 | 7.47 |
| Industrials | 7.67 | 14.08 |
| Financial Services | 32.6 | 33.69 |
| Consumer Defensive | 8.31 | 1.75 |
| Basic Materials | 4.69 | 7.08 |
| Healthcare | 10.85 | 4.49 |
| Real Estate | 1.51 | 2.2 |
| Consumer Cyclical | 13.36 | 12.56 |
| Communication Services | 3.57 | 6.15 |
| Utilities | 2 | 2.35 |
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