SBI Long Term Equity Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6948 Cr | ₹30420 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 26 Dec 2008 | 31 Mar 1993 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 13% | 15% |
| Expense Ratio | 1.76 | 1.59 |
| Manager | Ritika Behera | Dinesh Balachandran |
| ISIN Code | INF194K01292 | INF200K01495 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Month | 1.27% | 1.57% |
| 6 Month | 6.9% | 6.52% |
| 1 Year | 1.85% | 1.34% |
| 3 Year | 14.88% | 22.9% |
| 5 Year | 22.35% | 24.48% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.73% | 3.19% |
| 1 Year | 13.45% | 12.08% |
| 3 Year | 13.04% | 19.54% |
| 5 Year | 14.96% | 20.94% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 1 Year | 13.73% | 10.07% |
| 3 Year | 16.61% | 13.66% |
| 5 Year | 16.99% | 13.41% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 11.60% | 13.09% |
| Sharp | 0.73% | 1.28% |
| Beta | 0.86% | 0.96% |
| Alpha | 0.37% | 6.79% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Name | Ritika Behera | Dinesh Balachandran |
| Total AUM | ₹43013 Cr | ₹69808 Cr |
| Funds Managed | 19 | 4 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.76 | 6.45 |
| Large Cap | 70.08 | 59.07 |
| Small Cap | 13.02 | 14.55 |
| Mid Cap | 11.14 | 19.93 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 4.19 | 6.45 |
| 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 | - |
| Petroleum Products | - | 6.51 |
| IT - Software | - | 7.24 |
| Retailing | - | 4.27 |
| Cement & Cement Products | - | 3.01 |
| Construction | - | 0.36 |
| Consumer Durables | - | 2.5 |
| Non - Ferrous Metals | - | 1.24 |
| Banks | - | 22.53 |
| Pharmaceuticals & Biotechnology | - | 5.66 |
| Healthcare Services | - | 0.66 |
| Ferrous Metals | - | 3.44 |
| Insurance | - | 2.47 |
| Industrial Products | - | 4.7 |
| Automobiles | - | 4.62 |
| Personal Products | - | 0.77 |
| Finance | - | 3.46 |
| Capital Markets | - | 1.39 |
| Gas | - | 3.07 |
| Transport Services | - | 0.89 |
| Telecom - Services | - | 3.17 |
| Electrical Equipment | - | 0.63 |
| Diversified FMCG | - | 2.83 |
| Oil | - | 1.34 |
| Industrial Manufacturing | - | 0.36 |
| Chemicals & Petrochemicals | - | 0.51 |
| Fertilizers & Agrochemicals | - | 0.87 |
| Beverages | - | 0.72 |
| Auto Components | - | 0.43 |
| Leisure Services | - | 0.61 |
| Realty | - | 1.04 |
| Power | - | 2.25 |
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