ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6620 Cr | ₹14626 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 07 Mar 2008 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 13% | 26% |
Expense Ratio | 1.76 | 1.7 |
Manager | Ritika Behera | Atul Penkar |
ISIN Code | INF194K01292 | INF209K01108 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Month | 3.35% | 3.25% |
6 Month | -2.97% | -3.63% |
1 Year | 3.47% | 6.54% |
3 Year | 14.25% | 12.19% |
5 Year | 27.88% | 15.37% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
6 Month | 1.74% | 1.91% |
1 Year | -4.02% | -3.61% |
3 Year | 14.11% | 13.26% |
5 Year | 18.06% | 11.88% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
1 Year | 15.12% | 11.75% |
3 Year | 16.75% | 11.9% |
5 Year | 16.76% | 12.76% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 13.362% | 11.52% |
Sharp | 0.5% | 0.29% |
Beta | 0.908% | 0.92% |
Alpha | 0.818% | -2.4% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Name | Ritika Behera | Atul Penkar |
Total AUM | ₹43013 Cr | ₹21393 Cr |
Funds Managed | 19 | 3 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 7.41 | 1.41 |
Large Cap | 67.25 | 69.74 |
Small Cap | 12.82 | 14.15 |
Mid Cap | 12.52 | 14.72 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 7.41 | 1.41 |
Energy | 6.87 | - |
Technology | 8.99 | - |
Consumer Defensive | 8.17 | - |
Industrials | 6.12 | - |
Basic Materials | 8.87 | - |
Financial Services | 31.46 | - |
Healthcare | 7.38 | - |
Consumer Cyclical | 8.12 | - |
Utilities | 2.17 | - |
Communication Services | 3.08 | - |
Real Estate | 1.34 | - |
Petroleum Products | - | 5.59 |
IT - Software | - | 8.82 |
Construction | - | 3.17 |
Finance | - | 7.17 |
Non - Ferrous Metals | - | 0.87 |
Banks | - | 20.98 |
Pharmaceuticals & Biotechnology | - | 6.02 |
Chemicals & Petrochemicals | - | 1.17 |
Paper, Forest & Jute Products | - | 1.01 |
Healthcare Services | - | 3.76 |
Cement & Cement Products | - | 2.22 |
Automobiles | - | 3.9 |
Personal Products | - | 2.21 |
Transport Services | - | 2.22 |
Diversified FMCG | - | 1.24 |
Insurance | - | 1.05 |
Realty | - | 0.59 |
Retailing | - | 4.24 |
Diversified Metals | - | 0.94 |
Oil | - | 1.59 |
Consumer Durables | - | 2.73 |
Industrial Products | - | 1.02 |
Leisure Services | - | 2.08 |
Auto Components | - | 1.74 |
Telecom - Services | - | 3.62 |
Fertilizers & Agrochemicals | - | 1.19 |
Industrial Manufacturing | - | 1.49 |
Capital Markets | - | 0.59 |
Power | - | 1.3 |
Transport Infrastructure | - | 1.96 |
Ferrous Metals | - | 1.51 |
Beverages | - | 0.62 |
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