MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

Different categories detected. You're comparing funds from different categories (Equity Schemes - ELSS- Tax Saver Fund, Equity Scheme - ELSS). They have different risk-return characteristics, so a direct comparison of returns can be misleading. Use with care.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

elssDirect
HDFC ELSS - Tax Saver Fund - Direct Plan - Growth Option
3Y ago₹1.49 L
5Y ago₹2.03 L
elssDirect
Aditya Birla Sun Life Tax Plan - Direct Plan - Growth Option
3Y ago₹1.52 L
5Y ago₹1.24 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricHDFC ELSS - Tax Saver Fund - Di…Aditya Birla Sun Life Tax Plan …
Fund houseHDFC Mutual FundAditya Birla Sun Life Mutual Fund
CategoryEquity Schemes - ELSS- Tax Saver FundEquity Scheme - ELSS
PlanDirectDirect
Latest NAV₹1,504.52₹51.83
Assets managed (AUM)——
1M return-0.35%2.57%
6M return-2.59%-0.52%
1Y return-1.14%-3.63%
3Y CAGR14.29%14.89%
5Y CAGR15.19%4.43%
Since inception CAGR14.16%12.42%
Bumpiness · 3Y (annualised σ)12.4114.54
Worst drop ever-44.14%-35.93%
Sharpe · 3Y (rf=6%)0.620.56