UTI ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6620 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 13% | 23% |
Expense Ratio | 1.76 | 1.9 |
Manager | Ritika Behera | Vishal Chopda |
ISIN Code | INF194K01292 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.55% | -2.36% |
6 Month | -11.46% | -10.87% |
1 Year | 1.24% | 6.8% |
3 Year | 13.22% | 10.04% |
5 Year | 19.33% | 14.38% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -10.56% | -7.71% |
3 Year | 12.09% | 11.09% |
5 Year | 18.6% | 14.19% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.12% | 11.44% |
3 Year | 16.75% | 11.24% |
5 Year | 16.76% | 12.09% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.236% | 12.37% |
Sharp | 0.53% | 0.26% |
Beta | 0.93% | 0.97% |
Alpha | -0.221% | -3.86% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ritika Behera | Vishal Chopda |
Total AUM | ₹43013 Cr | ₹6487 Cr |
Fund Manage | 19 | 3 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.08 | 2.37 |
Small Cap | 15.07 | 9.75 |
Large Cap | 66.54 | 62.97 |
Mid Cap | 14.31 | 24.95 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.08 | 2.37 |
Cement & Cement Products | 1.94 | 2.14 |
Petroleum Products | 5.02 | 2.51 |
IT - Software | 8.77 | 10.42 |
Construction | 5.38 | 1.61 |
Personal Products | 1.1 | 2.45 |
Non - Ferrous Metals | 0.99 | - |
Banks | 20.53 | 21.05 |
Pharmaceuticals & Biotechnology | 8.7 | 3.03 |
Leisure Services | 2.37 | 2 |
Electrical Equipment | 2.04 | 0.09 |
Telecom - Equipment & Accessories | 0.84 | - |
Consumer Durables | 1.65 | 6.59 |
Insurance | 3.63 | 2.85 |
Industrial Products | 0.38 | 2.92 |
Diversified FMCG | 1.77 | - |
Automobiles | 3.56 | 3.22 |
Retailing | 2.17 | 5.84 |
Diversified Metals | 1.14 | - |
Oil | 0.58 | - |
Food Products | 1.59 | 1.18 |
Power | 3.57 | 3.04 |
Auto Components | 3.53 | 3.99 |
Chemicals & Petrochemicals | 0.57 | - |
Finance | 2.93 | 3.89 |
Transport Services | 1 | - |
Telecom - Services | 2.57 | 4.64 |
Fertilizers & Agrochemicals | 0.96 | 2.38 |
Realty | 1.52 | 2.59 |
Beverages | 2.44 | 0.3 |
Ferrous Metals | 2.68 | 1.55 |
Healthcare Services | - | 2.94 |
Agricultural Food & other Products | - | 0.93 |
Aerospace & Defense | - | 1.4 |
Financial Technology (Fintech) | - | 0.75 |
Gas | - | 1.37 |
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