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) | ₹6974 Cr | ₹30271 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 | -0.13% | -1.52% |
6 Month | 9.98% | 8.96% |
1 Year | -1.17% | -0.97% |
3 Year | 15.55% | 23.97% |
5 Year | 23.31% | 24.77% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 2.19% | 2.1% |
1 Year | 2.35% | 2.45% |
3 Year | 12.01% | 20.18% |
5 Year | 15.2% | 21.39% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
1 Year | 14.18% | 10.2% |
3 Year | 16.74% | 13.51% |
5 Year | 16.93% | 13.34% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 11.76% | 13.09% |
Sharp | 0.81% | 1.35% |
Beta | 0.86% | 0.95% |
Alpha | 1.46% | 7.18% |
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 | 5.71 | 7.8 |
Large Cap | 68.79 | 61.91 |
Small Cap | 14.17 | 12.03 |
Mid Cap | 11.33 | 18.26 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 4.69 | 6.26 |
Energy | 7.52 | 9.03 |
Technology | 8.81 | 7.83 |
Consumer Cyclical | 10.27 | 9.31 |
Industrials | 4.97 | 8.45 |
Basic Materials | 9.49 | 10.03 |
Financial Services | 32.99 | 29.46 |
Healthcare | 6.17 | 7.59 |
Utilities | 1.85 | 4.47 |
Consumer Defensive | 8.62 | 4.53 |
Communication Services | 2.47 | 1.94 |
Real Estate | 2.14 | 1.1 |
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