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) | ₹7151 Cr | ₹4711 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 | -2.3% | -2.09% |
6 Month | 7.54% | 7.13% |
1 Year | -3.21% | -0.56% |
3 Year | 16.62% | 16.45% |
5 Year | 24.68% | 20.54% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.98% | 5.1% |
1 Year | 4.07% | 4.93% |
3 Year | 13.84% | 15.39% |
5 Year | 16.7% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.6% | 13.57% |
3 Year | 16.56% | 14.8% |
5 Year | 16.86% | 13.66% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.26% | 14.00% |
Sharp | 1.07% | 0.97% |
Beta | 0.86% | 0.97% |
Alpha | 1.47% | 0.47% |
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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 | 6.62 | 9.09 |
Large Cap | 67.77 | 59.32 |
Small Cap | 13.94 | 21.35 |
Mid Cap | 11.67 | 10.24 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.45 | 5.19 |
Energy | 7.85 | 5.51 |
Technology | 8.87 | 6.75 |
Consumer Cyclical | 9.71 | 14.22 |
Industrials | 5.33 | 13.87 |
Basic Materials | 9.36 | 6.85 |
Financial Services | 32.41 | 34.15 |
Healthcare | 6.2 | 3.23 |
Utilities | 1.87 | 2.45 |
Consumer Defensive | 8.17 | 1 |
Communication Services | 2.81 | 4.32 |
Real Estate | 1.98 | 2.46 |
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