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: 1.74% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 7,151.15 Cr As on 30-06-2025(Source:AMFI)
Turn over: 29% | Exit Load: Nil

150.921

17.78%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
6 Years 2 Months
8 Years 5 Months
12 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.3
Sharpe Ratio 1.15
Alpha 0.81
Beta 0.85
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 -1.62 14.12 17.09 24.71 13.9
HSBC Tax Saver Equity Fund - Growth 05-01-2007 10.57 24.25 21.47 22.65 13.24
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 9.05 23.55 - - -
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 8.87 29.62 28.17 26.34 16.38
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 7.34 20.13 20.42 23.26 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 5.46 23.61 23.75 25.22 13.4
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 4.62 13.45 15.25 20.45 -
BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option 05-01-2006 3.97 20.7 19.49 19.16 11.67
Axis ELSS Tax Saver Fund - Regular Plan - Growth 05-12-2009 3.89 15.91 15.06 16.68 11.87
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 3.86 18.36 18.29 22.14 -

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

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PORTFOLIO

Market Cap Distribution

Small Cap

14.44%

Others

5.2%

Large Cap

68.11%

Mid Cap

12.25%

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