Sundaram Diversified Equity (ELSS) Regular Plan vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6955 Cr | ₹1488 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹250 |
Min Addl Investment | ₹500 | ₹500 |
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 Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | 3.73% | 3.24% |
6 Month | 3.45% | 3.24% |
1 Year | 1.48% | 4.03% |
3 Year | 20.54% | 18% |
5 Year | 26.4% | 20.9% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 8.95% | 9.27% |
1 Year | 9.29% | 11.84% |
3 Year | 16.4% | 15.4% |
5 Year | 18.46% | 15.86% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 14.6% | 11.98% |
3 Year | 16.56% | 14.87% |
5 Year | 16.86% | 13.4% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.90% | 11.71% |
Sharp | 0.80% | 0.72% |
Beta | 0.88% | 0.87% |
Alpha | 0.91% | -1.4% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) 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 Diversified Equity (ELSS) Regular Plan - Growth |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 6.83 | 2.63 |
Large Cap | 67.41 | 72.1 |
Small Cap | 14.02 | 11.08 |
Mid Cap | 11.74 | 14.16 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 6.83 | 2.63 |
Energy | 7.66 | - |
Technology | 8.32 | - |
Industrials | 5.94 | - |
Basic Materials | 9.11 | - |
Financial Services | 32.39 | - |
Healthcare | 6.57 | - |
Consumer Cyclical | 9.66 | - |
Utilities | 1.13 | - |
Consumer Defensive | 8.1 | - |
Communication Services | 2.67 | - |
Real Estate | 1.61 | - |
Petroleum Products | - | 5.39 |
IT - Software | - | 5.83 |
Retailing | - | 2.82 |
Cement & Cement Products | - | 4.1 |
IT - Services | - | 0.57 |
Construction | - | 3.41 |
Diversified FMCG | - | 5.1 |
Banks | - | 29.01 |
Pharmaceuticals & Biotechnology | - | 4.91 |
Industrial Manufacturing | - | 0.95 |
Automobiles | - | 6.01 |
Healthcare Services | - | 2.3 |
Finance | - | 2.59 |
Gas | - | 1.03 |
Transport Services | - | 2.24 |
Consumer Durables | - | 2.78 |
Insurance | - | 1.14 |
Agricultural Food & other Products | - | 1.26 |
Industrial Products | - | 0.87 |
Electrical Equipment | - | 0.9 |
Oil | - | 0.79 |
Chemicals & Petrochemicals | - | 0.94 |
Telecom - Services | - | 3.19 |
Auto Components | - | 1.33 |
Capital Markets | - | 2.29 |
Fertilizers & Agrochemicals | - | 2.16 |
Power | - | 0.86 |
Transport Infrastructure | - | 0.62 |
Leisure Services | - | 0.97 |
Beverages | - | 0.98 |
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