Bandhan ELSS Tax saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16645 Cr | ₹6948 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 26 Dec 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 36.4% | 13% |
| Expense Ratio | 1.7 | 1.76 |
| Manager | Dhruv Muchhal | Ritika Behera |
| ISIN Code | INF179K01BB8 | INF194K01292 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.41% | 1.35% |
| 6 Month | 8.57% | 8.97% |
| 1 Year | 7.65% | 4% |
| 3 Year | 20.8% | 15.07% |
| 5 Year | 23.91% | 21.92% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.16% | 2.27% |
| 1 Year | 13.51% | 11.5% |
| 3 Year | 18.58% | 12.13% |
| 5 Year | 20.01% | 14.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.63% | 13.58% |
| 3 Year | 16.28% | 16.57% |
| 5 Year | 15.68% | 17.04% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.22% | 11.60% |
| Sharp | 1.21% | 0.73% |
| Beta | 0.83% | 0.86% |
| Alpha | 5.77% | 0.37% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Ritika Behera |
| Total AUM | ₹520687 Cr | ₹43013 Cr |
| Funds Managed | 40 | 19 |
| HDFC ELSS Tax saver Fund - Growth Plan | Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.45 | 5.76 |
| Large Cap | 78.27 | 70.08 |
| Small Cap | 11.34 | 13.02 |
| Mid Cap | 3.94 | 11.14 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.89 | 4.19 |
| Communication Services | 4.44 | 2.71 |
| Energy | 1.17 | 7.46 |
| Technology | 4.93 | 10.33 |
| Industrials | 5.64 | 4.69 |
| Basic Materials | 6 | 8.91 |
| Financial Services | 41.44 | 33.36 |
| Healthcare | 10.25 | 5.55 |
| Consumer Cyclical | 17.76 | 10.42 |
| Utilities | 1.69 | 1.99 |
| Consumer Defensive | 0.8 | 8.34 |
| Real Estate | - | 2.05 |
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