LIC MF Tax Plan vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
LIC MF ELSS Regular Plan-Growth
LIC MF ELSS Tax Saver - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹6948 Cr | ₹1087 Cr | ₹1087 Cr |
Min Investment | ₹500 | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 17 Apr 2000 | 17 Apr 2000 |
Category | ELSS | ELSS | ELSS |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 13% | % | 84% |
Expense Ratio | 1.76 | 2.13 | 2.13 |
Manager | Ritika Behera | Karan Doshi | Karan Doshi |
ISIN Code | INF194K01292 | INF767K01956 | INF767K01956 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Month | 0.92% | -0.35% | -0.35% |
6 Month | 8.7% | 5.32% | 5.32% |
1 Year | 0.54% | -0.34% | -0.34% |
3 Year | 16.26% | 15.54% | 15.54% |
5 Year | 23.43% | 18.11% | 18.11% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
6 Month | 2.43% | 0.99% | 0.99% |
1 Year | 11.63% | 7% | 7% |
3 Year | 13.06% | 14.33% | 14.33% |
5 Year | 15.27% | 14.29% | 14.29% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
1 Year | 13.73% | 12.25% | 12.25% |
3 Year | 16.61% | 13.22% | 13.22% |
5 Year | 16.99% | 12.03% | 12.03% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 11.61% | 12.54% | 12.54% |
Sharp | 0.73% | 0.63% | 0.63% |
Beta | 0.88% | 0.86% | 0.86% |
Alpha | 0.76% | 0.33% | 0.33% |
Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Name | Ritika Behera | Karan Doshi | Karan Doshi |
Total AUM | ₹43013 Cr | ₹2592 Cr | ₹2592 Cr |
Funds Managed | 19 | 5 | 5 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | LIC MF ELSS Regular Plan-Growth | LIC MF ELSS Tax Saver - Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 5.76 | 2.49 | 2.49 |
Large Cap | 70.08 | 63.78 | 63.78 |
Small Cap | 13.02 | 17.84 | 17.84 |
Mid Cap | 11.14 | 15.89 | 15.89 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
LIC MF ELSS Regular Plan-Growth |
LIC MF ELSS Tax Saver - Regular Plan - Growth |
---|---|---|---|
Others | 4.19 | 1.45 | 1.45 |
Energy | 7.46 | 2.21 | 2.21 |
Technology | 10.33 | 6.46 | 6.46 |
Consumer Cyclical | 10.42 | 18.5 | 18.5 |
Industrials | 4.69 | 15.72 | 15.72 |
Basic Materials | 8.91 | 6.8 | 6.8 |
Financial Services | 33.36 | 30.1 | 30.1 |
Healthcare | 5.55 | 7.36 | 7.36 |
Utilities | 1.99 | - | - |
Consumer Defensive | 8.34 | 9.82 | 9.82 |
Communication Services | 2.71 | 1.33 | 1.33 |
Real Estate | 2.05 | 0.24 | 0.24 |
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