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) | ₹7327 Cr | ₹15691 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 | -0.14% | -0.97% |
| 6 Month | 3.08% | 1.93% |
| 1 Year | 7.4% | 9.1% |
| 3 Year | 16.59% | 15.09% |
| 5 Year | 19.81% | 11.21% |
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 | 3.75% | 1.93% |
| 1 Year | 14.56% | 14.4% |
| 3 Year | 12.65% | 14.02% |
| 5 Year | 14.61% | 12.54% |
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 | 13.31% | 10.44% |
| 3 Year | 16.49% | 12.14% |
| 5 Year | 17.09% | 13% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 11.58% | 11.52% |
| Sharp | 0.71% | 0.68% |
| Beta | 0.86% | 0.93% |
| Alpha | 0.81% | -0.84% |
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 | 5.68 | 5.6 |
| Large Cap | 70 | 68.78 |
| Small Cap | 12.68 | 16.71 |
| Mid Cap | 11.64 | 8.91 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 5.36 | 1.03 |
| Energy | 8.04 | 4.51 |
| Technology | 11 | 9.9 |
| Consumer Cyclical | 9.77 | 13.36 |
| Industrials | 4.2 | 7.67 |
| Financial Services | 33.14 | 32.6 |
| Healthcare | 5.77 | 10.85 |
| Basic Materials | 7.42 | 4.69 |
| Utilities | 1.85 | 2 |
| Consumer Defensive | 8.65 | 8.31 |
| Communication Services | 2.6 | 3.57 |
| Real Estate | 2.19 | 1.51 |
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