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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.44% | 1.73% |
| 6 Month | 9.93% | 8.48% |
| 1 Year | 4.79% | 0.34% |
| 3 Year | 14.45% | 14.91% |
| 5 Year | 13.64% | 18.71% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.27% | 4.05% |
| 1 Year | 18.44% | 13.92% |
| 3 Year | 15.66% | 14.61% |
| 5 Year | 13.19% | 15.08% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.63% | 12.85% |
| 3 Year | 12% | 14.94% |
| 5 Year | 12.98% | 13.91% |
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% | 13.16% |
| Sharp | 0.7% | 0.66% |
| Beta | 0.92% | 0.97% |
| Alpha | -1.08% | -0.46% |
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 | 4.06 | 8.5 |
| Large Cap | 68.07 | 59.62 |
| Mid Cap | 10.09 | 10.16 |
| Small Cap | 17.78 | 21.72 |
Sector Allocation
| 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 |
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