Bandhan ELSS Tax saver Fund vs SBI Long Term Equity Fund compare

Bandhan ELSS Tax saver Fund vs SBI Long Term Equity Fund compare

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Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6948 Cr	₹30420 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	3.15%	3.2%
6 Month	6.89%	6.58%
1 Year	3.89%	3.28%
3 Year	15.32%	23.44%
5 Year	23.65%	25.54%

SIP Return Analysis

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month	0.45%	-0.35%
1 Year	6.82%	4.87%
3 Year	10.71%	17.02%
5 Year	13.72%	19.56%

Rolling Lumpsum Returns

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year	13.73%	10.07%
3 Year	16.61%	13.66%
5 Year	16.99%	13.41%

Risk Management

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation	11.61%	13.09%
Sharp	0.73%	1.28%
Beta	0.88%	0.96%
Alpha	0.76%	6.79%

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	5.76	8.27
Large Cap	70.08	60.68
Small Cap	13.02	12.81
Mid Cap	11.14	18.24

Sector Allocation

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	SBI ELSS Tax Saver Fund - Regular Plan- Growth
Others	4.19	6.48
Energy	7.46	8.88
Technology	10.33	7.25
Consumer Cyclical	10.42	10.25
Industrials	4.69	7.51
Basic Materials	8.91	10.8
Financial Services	33.36	28.72
Healthcare	5.55	7.32
Utilities	1.99	4.26
Consumer Defensive	8.34	4.32
Communication Services	2.71	3.17
Real Estate	2.05	1.04

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