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)	₹15368 Cr	₹4582 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	3.35%	2.89%
6 Month	5.69%	0.87%
1 Year	4.21%	2.78%
3 Year	18.22%	20.69%
5 Year	15.24%	22.2%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	11.2%	9.5%
1 Year	14.73%	10.32%
3 Year	17.03%	16.96%
5 Year	14.01%	17.18%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	11.25%	13.57%
3 Year	11.87%	14.8%
5 Year	12.85%	13.66%

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.52%	14.00%
Sharp	0.7%	0.97%
Beta	0.92%	0.97%
Alpha	-1.95%	0.47%

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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	1.67	7.2
Large Cap	67.72	61.49
Mid Cap	15.25	9.9
Small Cap	15.34	21.41

Scheme Name	ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option	Tata ELSS Fund - Regular Plan - Growth Option
Others	1.67	5.4
Petroleum Products	4.68	-
IT - Software	8.11	-
Construction	2.63	-
Finance	8.15	-
Non - Ferrous Metals	1.29	-
Banks	24.34	-
Pharmaceuticals & Biotechnology	5.5	-
Paper, Forest & Jute Products	1.14	-
Healthcare Services	3.85	-
Automobiles	3.85	-
Personal Products	2.36	-
Transport Services	0.54	-
Agricultural Food & other Products	0.04	-
Diversified FMCG	1.16	-
Insurance	1.53	-
Realty	0.67	-
Retailing	4.22	-
Diversified Metals	0.92	-
Oil	1.5	-
Consumer Durables	2.64	-
Industrial Products	2.09	-
Leisure Services	2.06	-
Auto Components	1.55	-
Telecom - Services	3.34	-
Chemicals & Petrochemicals	0.82	-
Fertilizers & Agrochemicals	0.83	-
Cement & Cement Products	1.06	-
Industrial Manufacturing	1.09	-
Capital Markets	0.66	-
Power	1.23	-
Transport Infrastructure	2.33	-
Ferrous Metals	1.48	-
Beverages	0.65	-
Communication Services	-	4.1
Energy	-	5.44
Technology	-	6.67
Basic Materials	-	6.69
Consumer Cyclical	-	14.48
Industrials	-	13.79
Financial Services	-	34.16
Healthcare	-	3.25
Real Estate	-	2.5
Utilities	-	2.51
Consumer Defensive	-	0.99