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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 2.19% 1.81%
6 Month -1.88% -1.96%
1 Year 1.81% 4.66%
3 Year 19.6% 17.43%
5 Year 27.05% 21.59%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth
6 Month 6.71% 6.53%
1 Year 3.79% 5.71%
3 Year 14.43% 13.14%
5 Year 17.37% 14.59%

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 13.362% 11.71%
Sharp 0.5% 0.72%
Beta 0.908% 0.87%
Alpha 0.818% -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 7.41 4.28
Large Cap 67.25 71.87
Small Cap 12.82 9.96
Mid Cap 12.52 13.89

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Sundaram Diversified Equity (ELSS) Regular Plan - Growth

Others 7.41 4.28
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 - 5.38
IT - Software - 5.74
Retailing - 2.79
Cement & Cement Products - 3.91
IT - Services - 0.53
Construction - 3.15
Diversified FMCG - 5.23
Banks - 29.24
Pharmaceuticals & Biotechnology - 5.34
Industrial Manufacturing - 0.93
Automobiles - 5.42
Healthcare Services - 2.38
Finance - 2.46
Gas - 1.05
Transport Services - 1.92
Consumer Durables - 2.62
Insurance - 1.03
Agricultural Food & other Products - 1.35
Industrial Products - 0.51
Electrical Equipment - 0.64
Oil - 0.77
Chemicals & Petrochemicals - 0.93
Telecom - Services - 3.26
Auto Components - 1.24
Capital Markets - 2.04
Fertilizers & Agrochemicals - 2.22
Beverages - 1.11
Power - 0.92
Transport Infrastructure - 0.53
Leisure Services - 1.08

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