Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI ELSS Tax Saver Fund vs Bandhan ELSS Tax saver Fund compare

Link copied to clipboard!

tortoise-icon Bandhan ELSS Tax saver Fund - Regular Plan - Growth

Invest Now

tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7215 Cr ₹3778 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 1.27% 0.54%
6 Month 5.97% 3.48%
1 Year 3.69% 1.08%
3 Year 14.75% 12.46%
5 Year 20.15% 14.79%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month 4.3% 2.38%
1 Year 16.35% 11.71%
3 Year 13.55% 12.32%
5 Year 15.24% 12.27%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 13.41% 10.62%
3 Year 16.52% 11.52%
5 Year 17.07% 12.46%

Risk Management

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 11.60% 12.37%
Sharp 0.73% 0.56%
Beta 0.86% 0.94%
Alpha 0.37% -2.88%

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 5.6 0.29
Large Cap 70.14 74.84
Small Cap 12.98 10.04
Mid Cap 11.28 14.86

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 4.51 0.29
Energy 7.79 -
Technology 10.48 -
Consumer Cyclical 10.54 -
Industrials 4.45 -
Basic Materials 7.85 -
Financial Services 33.31 -
Healthcare 5.57 -
Utilities 1.95 -
Consumer Defensive 8.78 -
Communication Services 2.65 -
Real Estate 2.13 -
Petroleum Products - 4.52
Gas - 1.35
Industrial Products - 2.98
IT - Software - 10.13
Retailing - 5.16
Transport Services - 0.15
Pharmaceuticals & Biotechnology - 4.29
Banks - 26.06
Automobiles - 7.02
Ferrous Metals - 2.32
Realty - 3.07
Personal Products - 2.29
Finance - 4.74
Consumer Durables - 3.87
Agricultural Food & other Products - 1.08
Construction - 0.5
Aerospace & Defense - 1.3
Leisure Services - 1.93
Telecom - Services - 4.76
Consumable Fuels - 1.29
Fertilizers & Agrochemicals - 0.82
Entertainment - 0.37
Power - 2.18
Insurance - 2.82
Auto Components - 3.14
Paper, Forest & Jute Products - 0.12
Healthcare Services - 1.48

Top Comparisons

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.22%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.64%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.66%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns9.26%

Compare Now

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns11.77%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns11.77%

Compare Now

AXIS INNOVATION FUND - Regular Plan - Growth Option AXIS INNOVATION FUND - Regular Plan - Growth Option

3Y Returns16.31%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns18.3%

Compare Now
Add to Cart Successfully