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 -6.01% -6.09%
6 Month 3.08% 3.77%
1 Year 21.5% 18.14%
3 Year 14.31% 11.17%
5 Year 21.98% 14.97%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month - -
1 Year 12.61% 12.64%
3 Year 20.08% 16.87%
5 Year 23.63% 18.35%

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% 0.53%
Beta 0.87% 0.89%
Alpha 3.03% -1.46%

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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 2.22 2.62
Small Cap 15.62 8.17
Large Cap 65.98 78.9
Mid Cap 16.18 10.27

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 2.22 0.83
Cement & Cement Products 1.78 -
Petroleum Products 4.9 -
IT - Software 9.87 -
Construction 5.53 4.27
Personal Products 1.23 -
Non - Ferrous Metals 1.45 -
Banks 18.84 -
Pharmaceuticals & Biotechnology 9.46 -
Leisure Services 2.67 -
Electrical Equipment 2.02 -
Telecom - Equipment & Accessories 0.71 -
Consumer Durables 1.65 -
Insurance 3.78 -
Industrial Products 0.48 -
Diversified FMCG 1.73 -
Automobiles 4.76 -
Retailing 2.24 -
Diversified Metals 0.83 -
Oil 0.23 -
Food Products 1.68 -
Auto Components 3.64 -
Chemicals & Petrochemicals 0.6 -
Finance 2.94 -
Transport Services 0.9 -
Telecom - Services 2.64 -
Fertilizers & Agrochemicals 0.76 -
Consumable Fuels 0.58 -
Realty 1.53 -
Beverages 2.53 -
Power 2.86 -
Ferrous Metals 2.96 -
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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