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) | ₹7215 Cr | ₹4795 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 | 0.7% | -0.08% |
| 6 Month | 5.35% | 5% |
| 1 Year | 3.37% | 0.79% |
| 3 Year | 15.08% | 14.73% |
| 5 Year | 19.79% | 17.03% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.47% | 3.15% |
| 1 Year | 15.96% | 15.4% |
| 3 Year | 12.85% | 14.17% |
| 5 Year | 14.49% | 14.59% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.41% | 12.35% |
| 3 Year | 16.52% | 15.06% |
| 5 Year | 17.07% | 14.1% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.58% | 12.5% |
| Sharp | 0.71% | 0.7% |
| Beta | 0.86% | 0.97% |
| Alpha | 0.81% | -0.5% |
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 | 5.6 | 8.81 |
| Large Cap | 70.14 | 60.41 |
| Small Cap | 12.98 | 20.81 |
| Mid Cap | 11.28 | 9.97 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
Tata ELSS Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.51 | 3.65 |
| Energy | 7.79 | 5.45 |
| Technology | 10.48 | 6.25 |
| Consumer Cyclical | 10.54 | 13.04 |
| Industrials | 4.45 | 15.33 |
| Basic Materials | 7.85 | 7.32 |
| Financial Services | 33.31 | 34.31 |
| Healthcare | 5.57 | 3.39 |
| Utilities | 1.95 | 2.47 |
| Consumer Defensive | 8.78 | 1.85 |
| Communication Services | 2.65 | 4.41 |
| Real Estate | 2.13 | 2.54 |
Top Comparisons
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns20.78%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns12.78%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns18.2%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.37%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns18.85%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.89%