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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 6,956.71 Cr As on 30-05-2025(Source:AMFI)
Turn over: 29% | Exit Load: Nil

154.326

18.02%

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 12.92
Sharpe Ratio 0.85
Alpha 0.21
Beta 0.87
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 2.97 18.16 20.61 26.54 14.23
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 13.31 23.29 22.57 25.61 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 12.98 27.5 24.28 24.35 13.65
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 12.36 26.89 - - -
Taurus ELSS Tax Saver Fund - Regular Plan - Growth 31-03-1996 10.67 22.27 22.7 21.72 13.33
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 9.84 32.08 31.7 27.47 16.91
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 9.22 21.11 20.6 22.85 13.54
HDFC ELSS Tax saver - Growth Plan 05-03-1996 8.95 27.47 26.9 27.1 13.85
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 8.01 26.85 24.7 25.83 16.04
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 7.63 21.54 20.99 23.97 -

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

14.36%

Others

6.45%

Large Cap

67.4%

Mid Cap

11.79%

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