SBI Long Term Equity Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
SBI Long Term Equity Fund - Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6620 Cr | ₹29667 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 Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Month | 2.19% | 3.02% |
6 Month | -1.88% | -1.83% |
1 Year | 1.81% | 4.39% |
3 Year | 19.6% | 28.85% |
5 Year | 27.05% | 28.61% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
6 Month | 6.71% | 6.72% |
1 Year | 3.79% | 5.34% |
3 Year | 14.43% | 23.97% |
5 Year | 17.37% | 23.62% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
1 Year | 14.6% | 10.42% |
3 Year | 16.56% | 13.24% |
5 Year | 16.86% | 13.27% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Standard Deviation | 13.362% | 12.68% |
Sharp | 0.5% | 1.49% |
Beta | 0.908% | 0.9% |
Alpha | 0.818% | 8.36% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 7.41 | 9.14 |
Large Cap | 67.25 | 61.53 |
Small Cap | 12.82 | 11.28 |
Mid Cap | 12.52 | 18.05 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
SBI Long Term Equity Fund - Regular Plan- Growth |
---|---|---|
Others | 7.41 | 9.14 |
Energy | 6.87 | - |
Technology | 8.99 | - |
Consumer Defensive | 8.17 | - |
Industrials | 6.12 | - |
Basic Materials | 8.87 | - |
Financial Services | 31.46 | - |
Healthcare | 7.38 | - |
Consumer Cyclical | 8.12 | - |
Utilities | 2.17 | - |
Communication Services | 3.08 | - |
Real Estate | 1.34 | - |
Petroleum Products | - | 7.08 |
IT - Software | - | 9.75 |
Retailing | - | 2.39 |
Cement & Cement Products | - | 2.02 |
Construction | - | 0.35 |
Non - Ferrous Metals | - | 1.08 |
Banks | - | 22.62 |
Pharmaceuticals & Biotechnology | - | 5.72 |
Healthcare Services | - | 0.98 |
Ferrous Metals | - | 3.05 |
Insurance | - | 2.15 |
Industrial Products | - | 5.54 |
Automobiles | - | 4.39 |
Personal Products | - | 0.88 |
Finance | - | 2.54 |
Capital Markets | - | 1.56 |
Gas | - | 3.01 |
Transport Services | - | 0.65 |
Diversified FMCG | - | 3.2 |
Electrical Equipment | - | 0.72 |
Oil | - | 1.46 |
Consumer Durables | - | 1.01 |
Telecom - Services | - | 2 |
Chemicals & Petrochemicals | - | 0.54 |
Fertilizers & Agrochemicals | - | 0.71 |
Beverages | - | 0.92 |
Leisure Services | - | 0.75 |
Realty | - | 0.76 |
Power | - | 3.03 |
Top Comparisons
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns15.21%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns16.96%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns20.45%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns23.24%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns26.08%
HSBC Small Cap Fund Regular Growth
3Y Returns25.97%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.45%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.18%