Sundaram Diversified Equity (ELSS) Regular Plan vs Bandhan ELSS Tax saver Fund compare

Sundaram Diversified Equity (ELSS) Regular Plan vs Bandhan ELSS Tax saver Fund compare

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Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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Sundaram Value Fund - 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 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)	₹7215 Cr	₹1481 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	1.33%	1%
6 Month	6.12%	5.46%
1 Year	6.21%	6.88%
3 Year	15.02%	12.87%
5 Year	21.13%	16.61%

SIP Return Analysis

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
6 Month	4.3%	2.62%
1 Year	16.35%	13.58%
3 Year	13.55%	12.47%
5 Year	15.24%	13.18%

Rolling Lumpsum Returns

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
1 Year	13.46%	12.85%
3 Year	16.54%	15.1%
5 Year	17.07%	14.01%

Risk Management

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Standard Deviation	11.60%	11.71%
Sharp	0.73%	0.62%
Beta	0.86%	0.84%
Alpha	0.37%	-1.89%

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	5.6	5.8
Large Cap	70.14	68.38
Small Cap	12.98	16.04
Mid Cap	11.28	9.78

Sector Allocation

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Sundaram Value Fund - Regular Plan - Growth
Others	4.51	5.8
Energy	7.79	7.96
Technology	10.48	7.33
Consumer Cyclical	10.54	9.62
Industrials	4.45	9.63
Basic Materials	7.85	8.69
Financial Services	33.31	24.53
Healthcare	5.57	5.89
Utilities	1.95	7.34
Consumer Defensive	8.78	8.9
Communication Services	2.65	4.3
Real Estate	2.13	-

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