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: 1.75% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,900.81 Cr As on 29-08-2025(Source:AMFI)
Turn over: 29% | Exit Load: Nil

154.24

17.76%

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 11.73
Sharpe Ratio 0.74
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 -3.53 12.49 15.84 22.87 14.99
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 4.85 17.99 18.51 21.43 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 3.59 21.36 19.62 21.94 13.87
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 3.54 21.01 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 3.32 21.5 22.26 25.23 14.47
Sundaram ELSS Tax Saver Fund Regular Growth 01-01-2013 1.04 14.61 15.1 20.61 14.52
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 0.88 16.21 17.2 20.9 -
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 0.48 16.92 17.18 21.15 13.81
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 0.45 12.38 13.94 20.03 -
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 0.4 15.91 18.47 18.73 13.91

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.78%

Others

4.75%

Large Cap

68.96%

Mid Cap

12.51%

Feedback
Notification