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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) | ₹6899 Cr | ₹1461 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 | 2.98% | 1.72% |
| 6 Month | 14.16% | 15.31% |
| 1 Year | -3.56% | -0.36% |
| 3 Year | 15.72% | 12.99% |
| 5 Year | 22.65% | 18.4% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.43% | 3.28% |
| 1 Year | 9.3% | 10.49% |
| 3 Year | 13.06% | 12.62% |
| 5 Year | 15.44% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Sundaram Value Fund - 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 Value Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.71% | 11.71% |
| Sharp | 0.66% | 0.58% |
| Beta | 0.86% | 0.84% |
| Alpha | 1.48% | -1.04% |
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 | 5.71 | 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 Value Fund - 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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