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Sundaram Diversified Equity (ELSS) Regular Plan 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 Sundaram Diversified Equity (ELSS) 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 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) ₹6620 Cr ₹1468 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 2.21
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 2.47% 1.83%
6 Month 2.66% 4.25%
1 Year 4.72% 8.01%
3 Year 17.83% 16.23%
5 Year 29.41% 23.59%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 5.59% 5.26%
1 Year 3.18% 5.33%
3 Year 15.58% 14.04%
5 Year 18.36% 15.28%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
1 Year 15.12% 12.34%
3 Year 16.75% 14.95%
5 Year 16.76% 13.23%

Risk Management

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
Standard Deviation 13.362% 11.71%
Sharp 0.5% 0.57%
Beta 0.908% 0.87%
Alpha 0.818% -0.89%

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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 7.41 3.87
Large Cap 67.25 72.32
Small Cap 12.82 10.66
Mid Cap 12.52 13.14

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 7.41 3.87
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 - 5.03
IT - Software - 6.08
Retailing - 3.33
Cement & Cement Products - 3
IT - Services - 0.55
Construction - 3.83
Diversified FMCG - 3.72
Banks - 28.3
Pharmaceuticals & Biotechnology - 5.19
Industrial Manufacturing - 0.92
Automobiles - 5.43
Healthcare Services - 2.28
Electrical Equipment - 0.89
Finance - 3.64
Gas - 1.04
Transport Services - 3.5
Consumer Durables - 3.16
Insurance - 0.95
Agricultural Food & other Products - 1.19
Oil - 0.74
Chemicals & Petrochemicals - 0.9
Telecom - Services - 3.4
Auto Components - 1.19
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.15
Beverages - 1.15
Power - 0.96
Transport Infrastructure - 0.53
Leisure Services - 1.03

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