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) | ₹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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