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) ₹6900 Cr ₹1560 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 1.74 2.17
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 0.68% 2.06%
6 Month -0.58% 1.89%
1 Year 14.17% 12.52%
3 Year 15.81% 13.41%
5 Year 21.86% 15.61%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 5.08% 8.5%
3 Year 18.21% 16.12%
5 Year 22.61% 18.08%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 15.12% 12.31%
3 Year 16.92% 15.05%
5 Year 16.68% 13.08%

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% 0.63%
Beta 0.87% 0.88%
Alpha 3.03% -1.04%

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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 4.08 4.07
Small Cap 15.07 8.91
Large Cap 66.54 71.5
Mid Cap 14.31 15.65

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 4.08 4.07
Cement & Cement Products 1.94 2.65
Petroleum Products 5.02 4.82
IT - Software 8.77 8.45
Construction 5.38 3.63
Personal Products 1.1 -
Non - Ferrous Metals 0.99 -
Banks 20.53 25.97
Pharmaceuticals & Biotechnology 8.7 7.38
Leisure Services 2.37 1.62
Electrical Equipment 2.04 2.21
Telecom - Equipment & Accessories 0.84 -
Consumer Durables 1.65 4.16
Insurance 3.63 1.98
Industrial Products 0.38 0.85
Diversified FMCG 1.77 3.36
Automobiles 3.56 2.9
Retailing 2.17 2.58
Diversified Metals 1.14 -
Oil 0.58 0.83
Food Products 1.59 -
Power 3.57 1
Auto Components 3.53 1
Chemicals & Petrochemicals 0.57 1.34
Finance 2.93 3.86
Transport Services 1 3.24
Telecom - Services 2.57 3.46
Fertilizers & Agrochemicals 0.96 -
Realty 1.52 0.35
Beverages 2.44 1.86
Ferrous Metals 2.68 1.15
Healthcare Services - 1.05
Gas - 0.64
Agricultural Food & other Products - 1.09
Capital Markets - 2.07
Transport Infrastructure - 0.56

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