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) | ₹7327 Cr | ₹3785 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 | -1.84% | -1.53% |
| 6 Month | 2.07% | 0.16% |
| 1 Year | 9.44% | 6.93% |
| 3 Year | 15.05% | 13.81% |
| 5 Year | 17.25% | 12.14% |
SIP Return Analysis
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.58% | 0.98% |
| 1 Year | 9.89% | 7.58% |
| 3 Year | 10.61% | 10.06% |
| 5 Year | 13.12% | 10.84% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.25% | 10.56% |
| 3 Year | 16.48% | 11.57% |
| 5 Year | 17.11% | 12.49% |
Risk Management
| Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.32% | 12.37% |
| Sharp | 0.88% | 0.65% |
| Beta | 0.86% | 0.95% |
| Alpha | 0.67% | -2.08% |
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 | 5.68 | 5.14 |
| Large Cap | 70 | 71.92 |
| Small Cap | 12.68 | 9.16 |
| Mid Cap | 11.64 | 13.78 |
Sector Allocation
| Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.36 | 0.61 |
| Energy | 8.04 | 5.54 |
| Technology | 11 | 10.77 |
| Consumer Cyclical | 9.77 | 13.26 |
| Industrials | 4.2 | 7.69 |
| Financial Services | 33.14 | 33.83 |
| Healthcare | 5.77 | 5.79 |
| Basic Materials | 7.42 | 3.91 |
| Utilities | 1.85 | 3.3 |
| Consumer Defensive | 8.65 | 5.1 |
| Communication Services | 2.6 | 7.07 |
| Real Estate | 2.19 | 3.12 |
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