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SBI Long Term Equity Fund vs Bandhan ELSS Tax saver Fund compare

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tortoise-icon Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7215 Cr ₹31783 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 1.8% 0.73%
6 Month 6.1% 3.86%
1 Year 3.74% 2.1%
3 Year 14.96% 22.25%
5 Year 20.26% 22.65%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 4.26% 2.89%
1 Year 16.63% 12.99%
3 Year 13.15% 18.42%
5 Year 14.77% 20.29%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 13.41% 11.13%
3 Year 16.52% 15.81%
5 Year 17.07% 13.89%

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% 1.21%
Beta 0.86% 0.95%
Alpha 0.37% 6.3%

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 5.6 6.51
Large Cap 70.14 59.12
Small Cap 12.98 14.86
Mid Cap 11.28 19.51

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 4.51 6.51
Energy 7.79 -
Technology 10.48 -
Consumer Cyclical 10.54 -
Industrials 4.45 -
Basic Materials 7.85 -
Financial Services 33.31 -
Healthcare 5.57 -
Utilities 1.95 -
Consumer Defensive 8.78 -
Communication Services 2.65 -
Real Estate 2.13 -
Petroleum Products - 6.72
IT - Software - 7.13
Retailing - 4.25
Cement & Cement Products - 2.82
Construction - 0.38
Consumer Durables - 3.24
Non - Ferrous Metals - 1.32
Banks - 22.69
Pharmaceuticals & Biotechnology - 5.5
Ferrous Metals - 3.57
Insurance - 2.32
Industrial Products - 4.63
Automobiles - 4.45
Personal Products - 0.7
Finance - 3.78
Capital Markets - 1.29
Gas - 2.99
Transport Services - 0.89
Telecom - Services - 3.4
Electrical Equipment - 0.61
Diversified FMCG - 2.83
Oil - 1.37
Industrial Manufacturing - 0.33
Chemicals & Petrochemicals - 0.51
Fertilizers & Agrochemicals - 0.7
Beverages - 0.69
Auto Components - 0.41
Leisure Services - 0.56
Realty - 1.09
Power - 2.32

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