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

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

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

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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) ₹6948 Cr ₹3678 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 3.15% 3.28%
6 Month 6.89% 6.02%
1 Year 3.89% 2.29%
3 Year 15.32% 12.74%
5 Year 23.65% 18.07%

SIP Return Analysis

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month 0.45% -0.33%
1 Year 6.82% 4.82%
3 Year 10.71% 10.32%
5 Year 13.72% 11.13%

Rolling Lumpsum Returns

Scheme Name Bandhan ELSS Tax saver Fund - Regular Plan - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 13.73% 10.86%
3 Year 16.61% 11.39%
5 Year 16.99% 12.32%

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% 0.54%
Beta 0.86% 0.94%
Alpha 0.37% -3.01%

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 5.76 7.09
Large Cap 70.08 72.25
Small Cap 13.02 8.55
Mid Cap 11.14 12.1

Sector Allocation

Scheme Name

Bandhan ELSS Tax saver Fund - Regular Plan - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 4.19 1.71
Energy 7.46 5.58
Technology 10.33 9.7
Consumer Cyclical 10.42 13.77
Industrials 4.69 7.77
Basic Materials 8.91 3.12
Financial Services 33.36 32.83
Healthcare 5.55 6.34
Utilities 1.99 3.5
Consumer Defensive 8.34 5.83
Communication Services 2.71 7.22
Real Estate 2.05 2.62

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