Question 1

Which funds are similar to Aditya Birla Sun Life ELSS Tax Saver Direct-Growth?

Accepted Answer

Funds similar to Aditya Birla Sun Life ELSS Tax Saver Direct-Growth in the Equity: ELSS category include Axis ELSS Tax Saver Direct Plan-Growth, SBI ELSS Tax Saver Fund Direct-Growth, and Mirae Asset ELSS Tax Saver Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Aditya Birla Sun Life ELSS Tax Saver Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Aditya Birla Sun Life ELSS Tax Saver Direct-Growth is ranked 19 out of 38 funds in the Equity: ELSS category as of 16 Jul 2026. On a 5-year return basis it ranks 32 out of 33. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Aditya Birla Sun Life ELSS Tax Saver Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Aditya Birla Sun Life ELSS Tax Saver Direct-Growth has an expense ratio of 1.07%. The peers Axis ELSS Tax Saver Direct Plan-Growth has an expense ratio of 1.05% and SBI ELSS Tax Saver Fund Direct-Growth has 1.23%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Aditya Birla Sun Life ELSS Tax Saver Direct-Growth's AUM compare to similar funds?

Accepted Answer

Aditya Birla Sun Life ELSS Tax Saver Direct-Growth has an AUM of ₹14,466.9 crore. The peers Axis ELSS Tax Saver Direct Plan-Growth has an AUM of ₹31,869.3 crore and SBI ELSS Tax Saver Fund Direct-Growth has ₹31,839.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: ELSS?

Accepted Answer

The top performing fund in the Equity: ELSS category on a 3-year basis is Motilal Oswal ELSS Tax Saver Fund Direct-Growth with a CAGR of 22.58% as of 16 Jul 2026. Aditya Birla Sun Life ELSS Tax Saver Direct-Growth has delivered 12.85% CAGR over the same period, ranking 19 out of 38 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Aditya Birla Sun Life ELSS Tax Saver Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Aditya Birla Sun Life ELSS Tax Saver Direct-Growth has a Sharpe ratio of 0.53 compared to the Equity: ELSS average of 0.54 as of 16 Jul 2026. It ranks 28 out of 50 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+1.98%	-0.19%	13 / 40
3Y Return	+12.85%	13.28%	19 / 38
5Y Return	+9.47%	12.86%	32 / 33
10Y Return	+11.40%	14.37%	27 / 28

Aditya Birla Sun Life ELSS Tax Saver Direct-Growth

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