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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) ₹6899 Cr ₹29937 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 2.27% 1.85%
6 Month 13.37% 11.92%
1 Year -4.14% -2.59%
3 Year 14.62% 22.95%
5 Year 22.72% 24.84%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
6 Month 3.43% 2.9%
1 Year 9.3% 8.07%
3 Year 13.06% 20.51%
5 Year 15.44% 21.45%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
1 Year 14.18% 10.2%
3 Year 16.74% 13.51%
5 Year 16.93% 13.34%

Risk Management

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth SBI ELSS Tax Saver Fund - Regular Plan- Growth
Standard Deviation 11.71% 13.09%
Sharp 0.66% 1.18%
Beta 0.86% 0.96%
Alpha 1.48% 6.98%

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 5.71 7.8
Large Cap 68.79 61.91
Small Cap 14.17 12.03
Mid Cap 11.33 18.26

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Others 4.69 6.26
Energy 7.52 9.03
Technology 8.81 7.83
Consumer Cyclical 10.27 9.31
Industrials 4.97 8.45
Basic Materials 9.49 10.03
Financial Services 32.99 29.46
Healthcare 6.17 7.59
Utilities 1.85 4.47
Consumer Defensive 8.62 4.53
Communication Services 2.47 1.94
Real Estate 2.14 1.1

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