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 | 0.74% | 0.11% |
6 Month | 8.15% | 7.88% |
1 Year | 0.37% | -0.08% |
3 Year | 16.37% | 25.12% |
5 Year | 23.49% | 25.25% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
6 Month | 2.06% | 1.11% |
1 Year | 10.67% | 8.38% |
3 Year | 12.52% | 19.19% |
5 Year | 14.86% | 20.73% |
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 | 11.61% | 13.09% |
Sharp | 0.73% | 1.28% |
Beta | 0.88% | 0.96% |
Alpha | 0.76% | 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 | 8.27 |
Large Cap | 70.08 | 60.68 |
Small Cap | 13.02 | 12.81 |
Mid Cap | 11.14 | 18.24 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
---|---|---|
Others | 4.19 | 6.48 |
Energy | 7.46 | 8.88 |
Technology | 10.33 | 7.25 |
Consumer Cyclical | 10.42 | 10.25 |
Industrials | 4.69 | 7.51 |
Basic Materials | 8.91 | 10.8 |
Financial Services | 33.36 | 28.72 |
Healthcare | 5.55 | 7.32 |
Utilities | 1.99 | 4.26 |
Consumer Defensive | 8.34 | 4.32 |
Communication Services | 2.71 | 3.17 |
Real Estate | 2.05 | 1.04 |
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