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 | 2.56% | 1.84% |
| 6 Month | 7.09% | 8.06% |
| 1 Year | 4.62% | 2.01% |
| 3 Year | 15.18% | 17.26% |
| 5 Year | 23.07% | 18.53% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.73% | 2.43% |
| 1 Year | 13.45% | 10.23% |
| 3 Year | 13.04% | 15.53% |
| 5 Year | 14.96% | 14.77% |
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 | 11.60% | 13% |
| Sharp | 0.73% | 0.82% |
| Beta | 0.86% | 1% |
| Alpha | 0.37% | 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 | - |
| Large Cap | 70.08 | 41.49 |
| Small Cap | 13.02 | 27.09 |
| Mid Cap | 11.14 | 31.42 |
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 | - |
| Consumer Cyclical | 10.42 | - |
| Industrials | 4.69 | - |
| Basic Materials | 8.91 | - |
| Financial Services | 33.36 | - |
| Healthcare | 5.55 | - |
| Utilities | 1.99 | - |
| Consumer Defensive | 8.34 | - |
| Communication Services | 2.71 | - |
| Real Estate | 2.05 | - |
| IT - Software | - | 10.16 |
| Retailing | - | 9.07 |
| Non - Ferrous Metals | - | 1.31 |
| Banks | - | 10.18 |
| Automobiles | - | 4.01 |
| Electrical Equipment | - | 2.38 |
| Commercial Services & Supplies | - | 3.86 |
| Auto Components | - | 7.03 |
| Ferrous Metals | - | 1.6 |
| Power | - | 1.36 |
| Finance | - | 7.15 |
| Pharmaceuticals & Biotechnology | - | 2.74 |
| Construction | - | 1.32 |
| Healthcare Equipment & Supplies | - | 2.3 |
| Realty | - | 2.9 |
| Chemicals & Petrochemicals | - | 2.51 |
| Food Products | - | 3.69 |
| Consumer Durables | - | 7.9 |
| Leisure Services | - | 2.77 |
| Telecom - Services | - | 2.18 |
| Financial Technology (Fintech) | - | 1.01 |
| Healthcare Services | - | 2.63 |
| Capital Markets | - | 2.09 |
| Industrial Products | - | 2.81 |
| Transport Services | - | 2.1 |
| Industrial Manufacturing | - | 2.28 |
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