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) | ₹6899 Cr | ₹3665 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% | 3.45% |
6 Month | 13.06% | 13.39% |
1 Year | -4% | -4.78% |
3 Year | 14.73% | 11.76% |
5 Year | 23.38% | 18.56% |
SIP Return Analysis
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.43% | 3.21% |
1 Year | 9.3% | 8.48% |
3 Year | 13.06% | 12.94% |
5 Year | 15.44% | 12.83% |
Rolling Lumpsum Returns
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.18% | 10.99% |
3 Year | 16.74% | 11.32% |
5 Year | 16.93% | 12.26% |
Risk Management
Scheme Name | Bandhan ELSS Tax saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.71% | 12.37% |
Sharp | 0.66% | 0.48% |
Beta | 0.86% | 0.93% |
Alpha | 1.48% | -2.45% |
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 | 5.71 | 4.9 |
Large Cap | 68.79 | 72.02 |
Small Cap | 14.17 | 9.56 |
Mid Cap | 11.33 | 13.52 |
Sector Allocation
Scheme Name |
Bandhan ELSS Tax saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.69 | 0.63 |
Energy | 7.52 | 4.6 |
Technology | 8.81 | 10.16 |
Consumer Cyclical | 10.27 | 13.73 |
Industrials | 4.97 | 8.95 |
Basic Materials | 9.49 | 3.33 |
Financial Services | 32.99 | 33.32 |
Healthcare | 6.17 | 6.9 |
Utilities | 1.85 | 3.62 |
Consumer Defensive | 8.62 | 6.24 |
Communication Services | 2.47 | 6.26 |
Real Estate | 2.14 | 2.26 |
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