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 Risk | Very High Risk |
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 | -2.55% | -1.84% |
6 Month | -11.46% | -8.16% |
1 Year | 1.24% | 4.09% |
3 Year | 13.22% | 11.52% |
5 Year | 19.33% | 13.67% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.56% | -6.4% |
3 Year | 12.09% | 10.74% |
5 Year | 18.6% | 14.79% |
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 | 13.236% | 11.71% |
Sharp | 0.53% | 0.42% |
Beta | 0.93% | 0.88% |
Alpha | -0.221% | -1.58% |
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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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