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) | ₹7215 Cr | ₹32326 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 | -0.38% | -1.08% |
| 6 Month | 4.01% | 2.68% |
| 1 Year | 4.05% | 2.14% |
| 3 Year | 15.29% | 22.53% |
| 5 Year | 19.5% | 21.65% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| 6 Month | 3.47% | 2.31% |
| 1 Year | 15.96% | 12.85% |
| 3 Year | 12.85% | 18.21% |
| 5 Year | 14.49% | 20.1% |
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 | 11.58% | 13.09% |
| Sharp | 0.71% | 1.21% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.81% | 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 | 5.68 | 9.93 |
| Large Cap | 70 | 59.36 |
| Small Cap | 12.68 | 12.34 |
| Mid Cap | 11.64 | 18.36 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
|---|---|---|
| Others | 5.36 | 7.31 |
| Energy | 8.04 | 9.14 |
| Technology | 11 | 7.33 |
| Consumer Cyclical | 9.77 | 10.76 |
| Industrials | 4.2 | 6.68 |
| Financial Services | 33.14 | 29.45 |
| Healthcare | 5.77 | 6.67 |
| Basic Materials | 7.42 | 9.98 |
| Utilities | 1.85 | 4.14 |
| Consumer Defensive | 8.65 | 4.02 |
| Communication Services | 2.6 | 3.35 |
| Real Estate | 2.19 | 1.16 |
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