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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
Aditya Birla SL MFAditya Birla Sun Life Tax Savings Fund - Growth - Direct Plan
₹74.58 as on 18 May 2018
Key Metrics Comparison
| Metric | Aditya Birla Sun Life Tax Savings Fund - Growth - Direct Plan | Quant ELSS Tax Saver Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Aditya Birla SL MF | Quant MF |
| Category | Equity - ELSS - Tax Saver Fund | Equity - ELSS - Tax Saver Fund |
| NAV | ₹74.58 (18 May 2018) | ₹452.55 (16 Sep 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 100 - TRI | NIFTY 500 - TRI |
| Fund Manager | Ajay Garg | Sandeep Tandon |
| Inception | 01 Jan 2013 | 07 Jan 2013 |
| Returns | ||
| 1Y | — | 9.73% |
| 3Y | — | 13.52% |
| 5Y | — | 14.64% |
| Since Inception | — | 19.56% |
| Risk | ||
| — | 16.32 | |
| — | 1.09 | |
| — | 0.75 | |
| — | 2.04 | |
| — | 1.52 | |
| — | -10.46% | |
| Costs | ||
| Expense Ratio | 2.20% | 1.21% |
| Exit Load | Nil | Nil |
| Min SIP | — | ₹500 |
| Min Lumpsum | ₹500 | ₹500 |
| Lock-in | 3 years | 3 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Aditya Birla …98%
Quant MF98%
1.9%Only 1.9% of holdings by weight are common between Aditya Birla SL MF and Quant MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingAditya Birla SL MFQuant MF
Reliance Industries Ltd.4.79%1.88%
Category context: ELSS (Tax Saver) vs ELSS (Tax Saver). Open the full Screener →