SBI Long Term Equity Fund vs Bandhan ELSS Tax saver 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 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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