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SBI Long Term Equity Fund vs Bandhan ELSS Tax saver Fund compare

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tortoise-icon Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk Very High Risk
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 -2.55% -2.83%
6 Month -11.46% -9.78%
1 Year 1.24% 9.07%
3 Year 13.22% 22.86%
5 Year 19.33% 22.19%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI Long Term Equity Fund - Regular Plan- Growth
6 Month - -
1 Year -10.56% -5.09%
3 Year 12.09% 23.58%
5 Year 18.6% 24.47%

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 13.236% 13.09%
Sharp 0.53% 1.04%
Beta 0.93% 0.99%
Alpha -0.221% 7.2%

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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
Fund Manage 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 4.08 9.1
Small Cap 15.07 12.09
Large Cap 66.54 55.87
Mid Cap 14.31 22.94

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

SBI Long Term Equity Fund - Regular Plan- Growth

Others 4.08 9.1
Cement & Cement Products 1.94 2.07
Petroleum Products 5.02 5.48
IT - Software 8.77 9.4
Construction 5.38 0.9
Personal Products 1.1 0.93
Non - Ferrous Metals 0.99 1.67
Banks 20.53 18.98
Pharmaceuticals & Biotechnology 8.7 5.31
Leisure Services 2.37 0.63
Electrical Equipment 2.04 1.65
Telecom - Equipment & Accessories 0.84 -
Consumer Durables 1.65 0.88
Insurance 3.63 2.65
Industrial Products 0.38 6.34
Diversified FMCG 1.77 2.56
Automobiles 3.56 4.91
Retailing 2.17 1.87
Diversified Metals 1.14 -
Oil 0.58 1.64
Food Products 1.59 -
Power 3.57 3.25
Auto Components 3.53 -
Chemicals & Petrochemicals 0.57 0.65
Finance 2.93 3.01
Transport Services 1 0.78
Telecom - Services 2.57 3.26
Fertilizers & Agrochemicals 0.96 0.82
Realty 1.52 1.13
Beverages 2.44 0.85
Ferrous Metals 2.68 2.8
Healthcare Services - 1.6
Capital Markets - 1.58
Gas - 3.3

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