Bandhan ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6620 Cr | ₹27306 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 31 Mar 1993 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 500 TRI |
Turn Over | 13% | 15% |
Expense Ratio | 1.76 | 1.6 |
Manager | Ritika Behera | Dinesh Balachandran |
ISIN Code | INF194K01292 | INF200K01495 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 2.91% | 1.72% |
6 Month | -5.72% | -5.97% |
1 Year | 5.6% | 10.07% |
3 Year | 13.35% | 23.12% |
5 Year | 28.86% | 29.73% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 0.44% | -0.77% |
1 Year | -5.07% | -5.15% |
3 Year | 13.64% | 23.15% |
5 Year | 17.94% | 23.49% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 15.12% | 10.61% |
3 Year | 16.75% | 12.89% |
5 Year | 16.76% | 13.14% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.362% | 13.09% |
Sharp | 0.5% | 1.03% |
Beta | 0.908% | 0.95% |
Alpha | 0.818% | 8.29% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Name | Ritika Behera | Dinesh Balachandran |
Total AUM | ₹43013 Cr | ₹69808 Cr |
Funds Managed | 19 | 4 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 7.41 | 13.13 |
Large Cap | 67.25 | 58.86 |
Small Cap | 12.82 | 9.25 |
Mid Cap | 12.52 | 18.76 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 7.41 | 13.06 |
Energy | 6.87 | 7.8 |
Technology | 8.99 | 9.22 |
Consumer Defensive | 8.17 | 3.92 |
Industrials | 6.12 | 7.96 |
Basic Materials | 8.87 | 7.96 |
Financial Services | 31.46 | 25.67 |
Healthcare | 7.38 | 7.68 |
Consumer Cyclical | 8.12 | 8.19 |
Utilities | 2.17 | 4.36 |
Communication Services | 3.08 | 3.4 |
Real Estate | 1.34 | 0.78 |
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