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) | ₹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 |
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