Bandhan ELSS Tax saver Fund vs SBI Long Term Equity Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7215 Cr | ₹32326 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 13% | 15% |
| Expense Ratio | 1.76 | 1.59 |
| Manager | Ritika Behera | Dinesh Balachandran |
| ISIN Code | INF194K01292 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 0.24% | -0.53% |
| 6 Month | 3.86% | 2.16% |
| 1 Year | 3% | 1.05% |
| 3 Year | 15.36% | 22.55% |
| 5 Year | 19.45% | 21.68% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.47% | 2.31% |
| 1 Year | 15.96% | 12.85% |
| 3 Year | 12.85% | 18.21% |
| 5 Year | 14.49% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 13.41% | 11.13% |
| 3 Year | 16.52% | 15.81% |
| 5 Year | 17.07% | 13.89% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.58% | 13.09% |
| Sharp | 0.71% | 1.21% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.81% | 6.3% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Name | Ritika Behera | Dinesh Balachandran |
| Total AUM | ₹43013 Cr | ₹69808 Cr |
| Funds Managed | 19 | 4 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.6 | 8.9 |
| Large Cap | 70.14 | 60.04 |
| Small Cap | 12.98 | 13.18 |
| Mid Cap | 11.28 | 17.88 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.51 | 7.17 |
| Energy | 7.79 | 9.1 |
| Technology | 10.48 | 7.13 |
| Consumer Cyclical | 10.54 | 10.15 |
| Industrials | 4.45 | 7.41 |
| Basic Materials | 7.85 | 10.67 |
| Financial Services | 33.31 | 28.81 |
| Healthcare | 5.57 | 6.54 |
| Utilities | 1.95 | 4.3 |
| Consumer Defensive | 8.78 | 4.23 |
| Communication Services | 2.65 | 3.4 |
| Real Estate | 2.13 | 1.09 |
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