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) | ₹6948 Cr | ₹15175 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 | 1.27% | 1.44% |
| 6 Month | 6.9% | 9.93% |
| 1 Year | 1.85% | 4.79% |
| 3 Year | 14.88% | 14.45% |
| 5 Year | 22.35% | 13.64% |
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 | 3.73% | 4.27% |
| 1 Year | 13.45% | 18.44% |
| 3 Year | 13.04% | 15.66% |
| 5 Year | 14.96% | 13.19% |
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 | 13.73% | 10.63% |
| 3 Year | 16.61% | 12% |
| 5 Year | 16.99% | 12.98% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Standard Deviation | 11.60% | 11.52% |
| Sharp | 0.73% | 0.7% |
| Beta | 0.86% | 0.92% |
| Alpha | 0.37% | -1.08% |
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 | 5.76 | - |
| Large Cap | 70.08 | 70.97 |
| Small Cap | 13.02 | 17.78 |
| Mid Cap | 11.14 | 11.25 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option |
|---|---|---|
| Others | 4.19 | 1.66 |
| Energy | 7.46 | - |
| Technology | 10.33 | - |
| Consumer Cyclical | 10.42 | - |
| Industrials | 4.69 | - |
| Basic Materials | 8.91 | - |
| Financial Services | 33.36 | - |
| Healthcare | 5.55 | - |
| Utilities | 1.99 | - |
| Consumer Defensive | 8.34 | - |
| Communication Services | 2.71 | - |
| Real Estate | 2.05 | - |
| Petroleum Products | - | 3.38 |
| IT - Software | - | 7.54 |
| Construction | - | 2.66 |
| Finance | - | 8.07 |
| Non - Ferrous Metals | - | 1.57 |
| Insurance | - | 2.8 |
| Banks | - | 24.2 |
| Pharmaceuticals & Biotechnology | - | 5.69 |
| Paper, Forest & Jute Products | - | 0.9 |
| Healthcare Services | - | 3.66 |
| Automobiles | - | 3.14 |
| Personal Products | - | 2.8 |
| Agricultural Food & other Products | - | 0.75 |
| Diversified FMCG | - | 1.13 |
| Retailing | - | 5.3 |
| Beverages | - | 1.41 |
| Diversified Metals | - | 0.29 |
| Oil | - | 1.52 |
| Fertilizers & Agrochemicals | - | 0.71 |
| Consumer Durables | - | 2.61 |
| Industrial Products | - | 2.14 |
| Capital Markets | - | 1.66 |
| Leisure Services | - | 1.71 |
| Auto Components | - | 1.67 |
| Telecom - Services | - | 3.29 |
| Chemicals & Petrochemicals | - | 0.89 |
| Cement & Cement Products | - | 1.17 |
| Power | - | 1.27 |
| Transport Infrastructure | - | 2.31 |
| Ferrous Metals | - | 1.54 |
| Realty | - | 0.56 |
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