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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) | ₹7327 Cr | ₹1484 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 | -0.54% | -0.56% |
| 6 Month | 2.25% | 1.11% |
| 1 Year | 6.89% | 5.92% |
| 3 Year | 15.77% | 13.45% |
| 5 Year | 19.36% | 15.05% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.75% | 2.16% |
| 1 Year | 14.56% | 11.76% |
| 3 Year | 12.65% | 11.58% |
| 5 Year | 14.61% | 12.64% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.31% | 12.78% |
| 3 Year | 16.49% | 15.08% |
| 5 Year | 17.09% | 14.04% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.58% | 11.71% |
| Sharp | 0.71% | 0.62% |
| Beta | 0.86% | 0.84% |
| Alpha | 0.81% | -1.39% |
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 | 5.68 | 3.71 |
| Large Cap | 70 | 69.67 |
| Small Cap | 12.68 | 16.7 |
| Mid Cap | 11.64 | 9.92 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.36 | 2.04 |
| Energy | 8.04 | 8.19 |
| Technology | 11 | 8.18 |
| Consumer Cyclical | 9.77 | 11.36 |
| Industrials | 4.2 | 10.28 |
| Financial Services | 33.14 | 25.31 |
| Healthcare | 5.77 | 5.96 |
| Basic Materials | 7.42 | 8.47 |
| Utilities | 1.85 | 7.01 |
| Consumer Defensive | 8.65 | 8.81 |
| Communication Services | 2.6 | 4.39 |
| Real Estate | 2.19 | - |
Top Comparisons
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