Tata ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
Tata ELSS Fund - Regular Plan - Growth Option
Chart Comparison
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 | 3.15% | 3.39% |
| 6 Month | 6.89% | 8.87% |
| 1 Year | 3.89% | 2.44% |
| 3 Year | 15.32% | 15.33% |
| 5 Year | 23.65% | 20.17% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.99% | 3.15% |
| 1 Year | 12.88% | 12.9% |
| 3 Year | 13.48% | 14.9% |
| 5 Year | 15.48% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.73% | 12.85% |
| 3 Year | 16.61% | 14.94% |
| 5 Year | 16.99% | 13.91% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.61% | 13.24% |
| Sharp | 0.73% | 0.68% |
| Beta | 0.88% | 0.98% |
| Alpha | 0.76% | 0.32% |
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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