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) | ₹6899 Cr | ₹4472 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 | 2.27% | 2.56% |
6 Month | 13.37% | 14.28% |
1 Year | -4.14% | -2.83% |
3 Year | 14.62% | 14.52% |
5 Year | 22.72% | 19.62% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.43% | 2.82% |
1 Year | 9.3% | 7.24% |
3 Year | 13.06% | 13.99% |
5 Year | 15.44% | 14.86% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.18% | 13.05% |
3 Year | 16.74% | 14.97% |
5 Year | 16.93% | 13.83% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.71% | 13.41% |
Sharp | 0.66% | 0.56% |
Beta | 0.86% | 0.97% |
Alpha | 1.48% | 0.41% |
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 | 5.71 | 8.42 |
Large Cap | 68.79 | 59.84 |
Small Cap | 14.17 | 21.73 |
Mid Cap | 11.33 | 10.01 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.69 | 4.55 |
Energy | 7.52 | 5.27 |
Technology | 8.81 | 6.27 |
Consumer Cyclical | 10.27 | 13.87 |
Industrials | 4.97 | 14.5 |
Basic Materials | 9.49 | 7.14 |
Financial Services | 32.99 | 34.15 |
Healthcare | 6.17 | 3.38 |
Utilities | 1.85 | 2.51 |
Consumer Defensive | 8.62 | 1.76 |
Communication Services | 2.47 | 4.22 |
Real Estate | 2.14 | 2.4 |
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