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 | ₹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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