Invesco India ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Invesco India ELSS Tax Saver Fund - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6948 Cr | ₹2793 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 29 Dec 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 13% | 69% |
| Expense Ratio | 1.76 | 1.93 |
| Manager | Ritika Behera | Dhimant Kothari |
| ISIN Code | INF194K01292 | INF205K01270 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Month | 2.12% | 1.37% |
| 6 Month | 6.58% | 6.88% |
| 1 Year | 3.31% | 2.51% |
| 3 Year | 16.15% | 18.38% |
| 5 Year | 23.04% | 18.59% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.17% |
| 1 Year | 12.88% | 11.26% |
| 3 Year | 13.48% | 16.47% |
| 5 Year | 15.48% | 15.39% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 13.73% | 13.06% |
| 3 Year | 16.61% | 14.93% |
| 5 Year | 16.99% | 15.79% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.61% | 13% |
| Sharp | 0.73% | 0.82% |
| Beta | 0.88% | 1% |
| Alpha | 0.76% | 0.8% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Name | Ritika Behera | Dhimant Kothari |
| Total AUM | ₹43013 Cr | ₹8118 Cr |
| Funds Managed | 19 | 7 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 5.76 | 11.61 |
| Large Cap | 70.08 | 38.78 |
| Small Cap | 13.02 | 22.55 |
| Mid Cap | 11.14 | 27.06 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 4.19 | 0.66 |
| Energy | 7.46 | - |
| Technology | 10.33 | 11.56 |
| Consumer Cyclical | 10.42 | 25.22 |
| Industrials | 4.69 | 16.07 |
| Basic Materials | 8.91 | 5.19 |
| Financial Services | 33.36 | 20.44 |
| Healthcare | 5.55 | 8.58 |
| Utilities | 1.99 | 1.36 |
| Consumer Defensive | 8.34 | 3.69 |
| Communication Services | 2.71 | 2.18 |
| Real Estate | 2.05 | 5.05 |
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