UTI ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6620 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 26 Dec 2008 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 13% | 23% |
Expense Ratio | 1.76 | 1.9 |
Manager | Ritika Behera | Vishal Chopda |
ISIN Code | INF194K01292 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.28% | 3.09% |
6 Month | -2.89% | -4.01% |
1 Year | 3.54% | 6.78% |
3 Year | 14.21% | 12.69% |
5 Year | 27.26% | 20.67% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.74% | 0.85% |
1 Year | -4.02% | -5.1% |
3 Year | 14.11% | 12.89% |
5 Year | 18.06% | 14.04% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.12% | 11.44% |
3 Year | 16.75% | 11.24% |
5 Year | 16.76% | 12.09% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.362% | 12.37% |
Sharp | 0.5% | 0.28% |
Beta | 0.908% | 0.94% |
Alpha | 0.818% | -2.54% |
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Fund Managers
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ritika Behera | Vishal Chopda |
Total AUM | ₹43013 Cr | ₹6487 Cr |
Funds Managed | 19 | 3 |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.41 | 2.72 |
Large Cap | 67.25 | 70.82 |
Small Cap | 12.82 | 6.63 |
Mid Cap | 12.52 | 19.84 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.41 | 2.72 |
Energy | 6.87 | 3.08 |
Technology | 8.99 | 10.44 |
Consumer Defensive | 8.17 | 6.89 |
Industrials | 6.12 | 7.14 |
Basic Materials | 8.87 | 5.22 |
Financial Services | 31.46 | 32.26 |
Healthcare | 7.38 | 5.88 |
Consumer Cyclical | 8.12 | 13.94 |
Utilities | 2.17 | 3.56 |
Communication Services | 3.08 | 6.36 |
Real Estate | 1.34 | 2.52 |
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