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Sundaram Diversified Equity (ELSS) Regular Plan vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Sundaram Value Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹6948 Cr | ₹1442 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹250 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 26 Dec 2008 | 22 Nov 1999 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 13% | 18% |
| Expense Ratio | 1.76 | 2.2 |
| Manager | Ritika Behera | Sudhir Kedia |
| ISIN Code | INF194K01292 | INF903J01538 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3% | 3.12% |
| 6 Month | 6.24% | 6.15% |
| 1 Year | 7.37% | 9% |
| 3 Year | 15.47% | 12.98% |
| 5 Year | 21.88% | 17.26% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.98% | 2.25% |
| 1 Year | 13.7% | 12.57% |
| 3 Year | 12.91% | 12.24% |
| 5 Year | 14.75% | 12.95% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.58% | 12.94% |
| 3 Year | 16.57% | 15.13% |
| 5 Year | 17.04% | 13.99% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.60% | 11.71% |
| Sharp | 0.73% | 0.62% |
| Beta | 0.86% | 0.84% |
| Alpha | 0.37% | -1.89% |
Fund Managers
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ritika Behera | Sudhir Kedia |
| Total AUM | ₹43013 Cr | ₹10423 Cr |
| Funds Managed | 19 | 8 |
| Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.76 | 2.9 |
| Large Cap | 70.08 | 71.59 |
| Small Cap | 13.02 | 16.93 |
| Mid Cap | 11.14 | 8.58 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.19 | 2.9 |
| Energy | 7.46 | 7.55 |
| Technology | 10.33 | 7.19 |
| Consumer Cyclical | 10.42 | 12.8 |
| Industrials | 4.69 | 10.01 |
| Basic Materials | 8.91 | 8.81 |
| Financial Services | 33.36 | 22.93 |
| Healthcare | 5.55 | 7.73 |
| Utilities | 1.99 | 5.95 |
| Consumer Defensive | 8.34 | 10.1 |
| Communication Services | 2.71 | 4.04 |
| Real Estate | 2.05 | - |
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