BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth
Fund House: Bandhan Mutual Fund| Category: Equity: ELSS |
| Launch Date: 26-12-2008 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.77% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500 |
| Minimum Topup: 500 |
| Total Assets: 6,232.38 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 29% | Exit Load: Nil |
140.709
0.9 (0.6382%)
17.64%
Benchmark: 12.29%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to build a diversified portfolio comprising of stocks of companies with strong fundamentals that are available at reasonable valuations. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.38 |
| Sharpe Ratio | 0.5 |
| Alpha | 0.53 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BANDHAN ELSS Tax Saver Fund - Regular Plan - Growth | 26-12-2008 | 1.25 | 19.31 | 12.38 | 30.95 | 13.14 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 13.98 | 27.37 | 17.14 | 29.44 | 14.87 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 13.19 | 22.43 | 13.64 | 22.12 | 10.81 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 12.33 | 28.02 | - | - | - |
| Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 11.73 | 22.63 | 16.43 | 29.37 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.82%
Others
7.41%
Large Cap
67.25%
Mid Cap
12.52%
