Bandhan ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6620 Cr | ₹4398 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 13 Oct 2014 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 13% | 20% |
Expense Ratio | 1.76 | 1.82 |
Manager | Ritika Behera | Sailesh Jain |
ISIN Code | INF194K01292 | INF277K01I52 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Month | 5.93% | 7.23% |
6 Month | -11.87% | -12.31% |
1 Year | 2.79% | 9.66% |
3 Year | 12.95% | 13.34% |
5 Year | 30.4% | 24.24% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
6 Month | -3.64% | -5.35% |
1 Year | -9.39% | -8.18% |
3 Year | 12.7% | 13.89% |
5 Year | 17.94% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
1 Year | 15.12% | 13.97% |
3 Year | 16.75% | 14.85% |
5 Year | 16.76% | 13.39% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Standard Deviation | 13.362% | 14.429% |
Sharp | 0.5% | 0.451% |
Beta | 0.908% | 0.972% |
Alpha | 0.818% | 0.237% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Name | Ritika Behera | Sailesh Jain |
Total AUM | ₹43013 Cr | ₹17041 Cr |
Funds Managed | 19 | 7 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 7.41 | 5.12 |
Large Cap | 67.25 | 60.14 |
Small Cap | 12.82 | 24.69 |
Mid Cap | 12.52 | 10.05 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
---|---|---|
Others | 7.41 | 4.54 |
Energy | 6.87 | 5.19 |
Technology | 8.99 | 7.95 |
Consumer Defensive | 8.17 | 1.49 |
Industrials | 6.12 | 13.81 |
Basic Materials | 8.87 | 7.21 |
Financial Services | 31.46 | 31.02 |
Healthcare | 7.38 | 3.54 |
Consumer Cyclical | 8.12 | 16.2 |
Utilities | 2.17 | 2.54 |
Communication Services | 3.08 | 3.74 |
Real Estate | 1.34 | 2.78 |
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