Sundaram Diversified Equity (ELSS) Regular Plan 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 Sundaram Diversified Equity (ELSS) 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 Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Fund Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6858 Cr ₹1578 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹500 ₹500
Launch Date 26 Dec 2008 10 May 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 13% 18%
Expense Ratio 1.74 2.16
Manager Ritika Behera Sudhir Kedia
ISIN Code INF194K01292 INF903J01538
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Month 0.88% 4.25%
6 Month 15.49% 18%
1 Year 33.89% 26.34%
3 Year 21.18% 14.94%
5 Year 25.36% 19.35%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 14.48% 11.79%
3 Year 38.21% 29.63%
5 Year 87.64% 60.74%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 26.97% 19.41%
3 Year 65.9% 47.92%
5 Year 93.17% 66.18%

Risk Management

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 12.32% 11.71%
Sharp 1.08% 0.73%
Beta 0.87% 0.87%
Alpha 3.03% -1.4%

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Fund Managers

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Name Ritika Behera Sudhir Kedia
Total AUM ₹43013 Cr ₹10423 Cr
Fund Manage 19 8
Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Market Cap

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.53 2.62
Large Cap 66.73 78.9
Mid Cap 15.68 10.27
Small Cap 15.06 8.17

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.53 0.83
Petroleum Products 5.25 -
IT - Software 8.61 -
Personal Products 1.23 -
Construction 5.34 4.27
Non - Ferrous Metals 1.52 -
Banks 20.47 -
Pharmaceuticals & Biotechnology 8.61 -
Cement & Cement Products 1.99 -
Leisure Services 2.74 -
Electrical Equipment 2.16 -
Ferrous Metals 4 -
Telecom - Equipment & Accessories 0.71 -
Consumer Durables 1.47 -
Insurance 3.26 -
Industrial Products 1.11 -
Diversified FMCG 1.55 -
Automobiles 4.75 -
Retailing 2.2 -
Oil 0.2 -
Food Products 1.08 -
Realty 1.58 -
Auto Components 3.93 -
Chemicals & Petrochemicals 0.73 -
Finance 3.03 -
Transport Services 1.01 -
Telecom - Services 2.53 -
Consumable Fuels 0.83 -
Beverages 2.55 -
Power 3.03 -
Energy - 8.54
Technology - 9.05
Materials - 2.47
Financial - 31.38
Consumer Staples - 8.42
Healthcare - 5.38
Chemicals - 2.36
Metals & Mining - 3.17
Capital Goods - 2.69
Automobile - 4.32
Consumer Discretionary - 3.44
Services - 10.77
Communication - 2.87

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