Sundaram Diversified Equity (ELSS) Regular Plan vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
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) | ₹6620 Cr | ₹1468 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 22 Nov 1999 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 13% | 18% |
Expense Ratio | 1.76 | 2.21 |
Manager | Ritika Behera | Sudhir Kedia |
ISIN Code | INF194K01292 | INF903J01538 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 4.66% | 4.52% |
6 Month | -12.78% | -11.15% |
1 Year | 0.75% | 2.9% |
3 Year | 12.14% | 10.72% |
5 Year | 30.81% | 23.67% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | -3.64% | -3.37% |
1 Year | -9.39% | -6.53% |
3 Year | 12.7% | 11.17% |
5 Year | 17.94% | 14.43% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 15.12% | 12.34% |
3 Year | 16.75% | 14.95% |
5 Year | 16.76% | 13.23% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.362% | 11.71% |
Sharp | 0.5% | 0.37% |
Beta | 0.908% | 0.87% |
Alpha | 0.818% | -1.18% |
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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 |
Funds Managed | 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 | 7.41 | 2.97 |
Large Cap | 67.25 | 72.95 |
Small Cap | 12.82 | 10.55 |
Mid Cap | 12.52 | 13.54 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 7.41 | 3.49 |
Energy | 6.87 | 5.64 |
Technology | 8.99 | 9.46 |
Consumer Defensive | 8.17 | 7.23 |
Industrials | 6.12 | 12.55 |
Basic Materials | 8.87 | 5.22 |
Financial Services | 31.46 | 32.12 |
Healthcare | 7.38 | 7.01 |
Consumer Cyclical | 8.12 | 10.1 |
Utilities | 2.17 | 1.44 |
Communication Services | 3.08 | 5.72 |
Real Estate | 1.34 | - |
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