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) | ₹6974 Cr | ₹1115 Cr | ₹1115 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 | -0.82% | -0.56% | -0.56% |
6 Month | 9.47% | 10.32% | 10.32% |
1 Year | -1.55% | 1.15% | 1.15% |
3 Year | 14.83% | 14.63% | 14.63% |
5 Year | 23.36% | 18.83% | 18.83% |
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 | 2.19% | 1.44% | 1.44% |
1 Year | 2.35% | 1.23% | 1.23% |
3 Year | 12.01% | 14.2% | 14.2% |
5 Year | 15.2% | 14.42% | 14.42% |
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 | 14.18% | 12.34% | 12.34% |
3 Year | 16.74% | 13.12% | 13.12% |
5 Year | 16.93% | 11.96% | 11.96% |
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 | 11.76% | 12.54% | 12.54% |
Sharp | 0.81% | 0.76% | 0.76% |
Beta | 0.86% | 0.84% | 0.84% |
Alpha | 1.46% | 1.70% | 1.70% |
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 | 5.71 | 3.37 | 3.37 |
Large Cap | 68.79 | 62.34 | 62.34 |
Small Cap | 14.17 | 17.96 | 17.96 |
Mid Cap | 11.33 | 16.33 | 16.33 |
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 | 4.69 | 2.44 | 2.44 |
Energy | 7.52 | 2.19 | 2.19 |
Technology | 8.81 | 6.63 | 6.63 |
Consumer Cyclical | 10.27 | 16.78 | 16.78 |
Industrials | 4.97 | 15.95 | 15.95 |
Basic Materials | 9.49 | 7.34 | 7.34 |
Financial Services | 32.99 | 29.82 | 29.82 |
Healthcare | 6.17 | 7.34 | 7.34 |
Utilities | 1.85 | - | - |
Consumer Defensive | 8.62 | 9.95 | 9.95 |
Communication Services | 2.47 | 1.31 | 1.31 |
Real Estate | 2.14 | 0.25 | 0.25 |
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