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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) ₹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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