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) | ₹6974 Cr | ₹1489 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 | 2.2 |
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 Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Month | -1.4% | -0.71% |
6 Month | 11.29% | 13.86% |
1 Year | -5.38% | -0.59% |
3 Year | 15.23% | 12.79% |
5 Year | 21.87% | 18.03% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
6 Month | 0.32% | 1.72% |
1 Year | 1.95% | 6.13% |
3 Year | 11.49% | 11.9% |
5 Year | 15.03% | 13.49% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
1 Year | 14.18% | 11.72% |
3 Year | 16.74% | 14.94% |
5 Year | 16.93% | 13.5% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.76% | 11.71% |
Sharp | 0.81% | 0.75% |
Beta | 0.86% | 0.85% |
Alpha | 1.46% | -0.99% |
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 | 5.71 | 13.97 |
Large Cap | 68.79 | 68.83 |
Small Cap | 14.17 | 7.44 |
Mid Cap | 11.33 | 9.76 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth |
---|---|---|
Others | 4.69 | 13.97 |
Energy | 7.52 | 6.49 |
Technology | 8.81 | 5.44 |
Consumer Cyclical | 10.27 | 13.47 |
Industrials | 4.97 | 5.93 |
Basic Materials | 9.49 | 6.38 |
Financial Services | 32.99 | 29.04 |
Healthcare | 6.17 | 5.49 |
Utilities | 1.85 | 3.19 |
Consumer Defensive | 8.62 | 7.3 |
Communication Services | 2.47 | 3.29 |
Real Estate | 2.14 | - |
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