- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 1.19% | 1.02% |
| 6 Month | 6.49% | 5.03% |
| 1 Year | 2.7% | 4.36% |
| 3 Year | 14.62% | 12.16% |
| 5 Year | 22.33% | 17.7% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.27% | 1.22% |
| 1 Year | 11.5% | 9.85% |
| 3 Year | 12.13% | 11.29% |
| 5 Year | 14.3% | 12.41% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.73% | 11.54% |
| 3 Year | 16.61% | 14.89% |
| 5 Year | 16.99% | 13.59% |
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% | 0.64% |
| Beta | 0.86% | 0.84% |
| Alpha | 0.37% | -1.57% |
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 | - |
Top Comparisons
HDFC Focused Fund - GROWTH PLAN
3Y Returns20.93%
360 ONE Focused Fund Regular-Growth
3Y Returns15.25%
LIC MF Flexi Cap Fund-Growth
3Y Returns15.19%
LIC MF Flexi Cap Fund-Regular Plan-Growth
3Y Returns15.19%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.48%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.67%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.25%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.38%
