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) | ₹6899 Cr | ₹15216 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% | 2.58% |
6 Month | 13.06% | 17.58% |
1 Year | -4% | -0.49% |
3 Year | 14.73% | 13.46% |
5 Year | 23.38% | 13.81% |
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 | 3.43% | 5.26% |
1 Year | 9.3% | 15.63% |
3 Year | 13.06% | 15.62% |
5 Year | 15.44% | 13.07% |
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 | 14.18% | 10.84% |
3 Year | 16.74% | 11.93% |
5 Year | 16.93% | 12.91% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Standard Deviation | 11.71% | 11.52% |
Sharp | 0.66% | 0.58% |
Beta | 0.86% | 0.93% |
Alpha | 1.48% | -1.3% |
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 | 5.71 | 4.29 |
Large Cap | 68.79 | 68.23 |
Small Cap | 14.17 | 15.99 |
Mid Cap | 11.33 | 11.49 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
---|---|---|
Others | 4.69 | 1.5 |
Energy | 7.52 | 4.89 |
Technology | 8.81 | 7.78 |
Consumer Cyclical | 10.27 | 15.1 |
Industrials | 4.97 | 7.07 |
Basic Materials | 9.49 | 7.01 |
Financial Services | 32.99 | 32.12 |
Healthcare | 6.17 | 11.45 |
Utilities | 1.85 | 1.23 |
Consumer Defensive | 8.62 | 7.78 |
Communication Services | 2.47 | 3.42 |
Real Estate | 2.14 | 0.68 |
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