Bandhan ELSS Tax saver Fund vs Tata ELSS Tax Saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7215 Cr | ₹4717 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 13 Oct 2014 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 13% | 20% |
| Expense Ratio | 1.76 | 1.82 |
| Manager | Ritika Behera | Sailesh Jain |
| ISIN Code | INF194K01292 | INF277K01I52 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.8% | 0.94% |
| 6 Month | 6.1% | 5.09% |
| 1 Year | 3.74% | 1.46% |
| 3 Year | 14.96% | 14.26% |
| 5 Year | 20.26% | 17.41% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.26% | 3.93% |
| 1 Year | 16.63% | 15.78% |
| 3 Year | 13.15% | 14.28% |
| 5 Year | 14.77% | 14.75% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.41% | 12.35% |
| 3 Year | 16.52% | 15.06% |
| 5 Year | 17.07% | 14.1% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.58% | 13.11% |
| Sharp | 0.71% | 0.63% |
| Beta | 0.86% | 0.97% |
| Alpha | 0.81% | -0.07% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ritika Behera | Sailesh Jain |
| Total AUM | ₹43013 Cr | ₹17041 Cr |
| Funds Managed | 19 | 7 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.6 | 3.22 |
| Large Cap | 70.14 | 62.1 |
| Small Cap | 12.98 | 21.39 |
| Mid Cap | 11.28 | 13.29 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 3.22 |
| Energy | 7.79 | - |
| Technology | 10.48 | - |
| Consumer Cyclical | 10.54 | - |
| Industrials | 4.45 | - |
| Basic Materials | 7.85 | - |
| Financial Services | 33.31 | - |
| Healthcare | 5.57 | - |
| Utilities | 1.95 | - |
| Consumer Defensive | 8.78 | - |
| Communication Services | 2.65 | - |
| Real Estate | 2.13 | - |
| Telecom - Services | - | 4.41 |
| Petroleum Products | - | 4.25 |
| IT - Software | - | 6.11 |
| Pharmaceuticals & Biotechnology | - | 4.56 |
| Household Products | - | 0.98 |
| Construction | - | 3.93 |
| Finance | - | 6.4 |
| Minerals & Mining | - | 1.38 |
| Diversified FMCG | - | 0.65 |
| Non - Ferrous Metals | - | 1.62 |
| Banks | - | 24.14 |
| Cement & Cement Products | - | 2.97 |
| Leisure Services | - | 1.97 |
| Capital Markets | - | 0.95 |
| Healthcare Equipment & Supplies | - | 0.19 |
| Insurance | - | 2.83 |
| Automobiles | - | 0.82 |
| Consumer Durables | - | 0.81 |
| Realty | - | 2.54 |
| Aerospace & Defense | - | 1.29 |
| Industrial Products | - | 5.49 |
| Auto Components | - | 7.78 |
| Electrical Equipment | - | 1.24 |
| Consumable Fuels | - | 1.19 |
| Fertilizers & Agrochemicals | - | 1.14 |
| Transport Services | - | 1.01 |
| Retailing | - | 1.81 |
| Power | - | 2.47 |
| Textiles & Apparels | - | 0.43 |
| Beverages | - | 1.19 |
| Healthcare Services | - | 0.23 |
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