Tata ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare

Tata ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare

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Bandhan ELSS Tax saver Fund - Regular Plan - Growth

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Tata ELSS Fund - Regular Plan - Growth Option

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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	Tata ELSS Fund - Regular Plan - Growth Option
Fund	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹6948 Cr	₹4550 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	26 Dec 2008	13 Oct 2014
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	13%	20%
Expense Ratio	1.76	1.82
Manager	Ritika Behera	Sailesh Jain
ISIN Code	INF194K01292	INF277K01I52
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Month	1.35%	1.84%
6 Month	8.97%	9.87%
1 Year	4%	3.36%
3 Year	15.07%	14.83%
5 Year	21.92%	18.08%

SIP Return Analysis

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
6 Month	2.27%	2.59%
1 Year	11.5%	11.71%
3 Year	12.13%	13.72%
5 Year	14.3%	14.46%

Rolling Lumpsum Returns

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
1 Year	13.58%	12.49%
3 Year	16.57%	15.03%
5 Year	17.04%	14.05%

Risk Management

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Standard Deviation	11.60%	13.16%
Sharp	0.73%	0.66%
Beta	0.86%	0.97%
Alpha	0.37%	-0.46%

Fund Managers

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Name	Ritika Behera	Sailesh Jain
Total AUM	₹43013 Cr	₹17041 Cr
Funds Managed	19	7
	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	5.76	8.5
Large Cap	70.08	59.62
Small Cap	13.02	21.72
Mid Cap	11.14	10.16

Sector Allocation

Scheme Name	Bandhan ELSS Tax saver Fund - Regular Plan - Growth	Tata ELSS Fund - Regular Plan - Growth Option
Others	4.19	4.39
Energy	7.46	5.29
Technology	10.33	6.03
Consumer Cyclical	10.42	14.67
Industrials	4.69	14.31
Basic Materials	8.91	7.06
Financial Services	33.36	33.88
Healthcare	5.55	3.19
Utilities	1.99	2.58
Consumer Defensive	8.34	1.83
Communication Services	2.71	4.18
Real Estate	2.05	2.59

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