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) | ₹7215 Cr | ₹2838 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 | -0.07% | -2.32% |
| 6 Month | 4.22% | -0.78% |
| 1 Year | 4.51% | -5.6% |
| 3 Year | 15.26% | 16.09% |
| 5 Year | 19.47% | 14.72% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 6 Month | 3.47% | -0.58% |
| 1 Year | 15.96% | 6.82% |
| 3 Year | 12.85% | 12.79% |
| 5 Year | 14.49% | 13.17% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| 1 Year | 13.31% | 12.81% |
| 3 Year | 16.49% | 15.08% |
| 5 Year | 17.09% | 15.95% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Standard Deviation | 11.58% | 13% |
| Sharp | 0.71% | 0.75% |
| Beta | 0.86% | 1% |
| Alpha | 0.81% | 0.41% |
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 | 5.68 | 14.66 |
| Large Cap | 70 | 34.15 |
| Small Cap | 12.68 | 25.32 |
| Mid Cap | 11.64 | 25.87 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Invesco India ELSS Tax Saver Fund - Growth |
|---|---|---|
| Others | 5.36 | 0.16 |
| Energy | 8.04 | - |
| Technology | 11 | 11.7 |
| Consumer Cyclical | 9.77 | 23.84 |
| Industrials | 4.2 | 17.14 |
| Financial Services | 33.14 | 20.88 |
| Healthcare | 5.77 | 10.05 |
| Basic Materials | 7.42 | 2.56 |
| Utilities | 1.85 | 1.1 |
| Consumer Defensive | 8.65 | 5.49 |
| Communication Services | 2.6 | 2.01 |
| Real Estate | 2.19 | 5.05 |
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