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  • Bandhan ELSS Tax saver Fund (Growth)

Formerly Bandhan Tax Advantage (ELSS) Reg Gr

Bandhan Mutual Funds

Bandhan ELSS Tax saver Fund (Growth)

EquityTax Saving
Top Ranked

139.776

NAV (Apr 12)

20%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

139.776

NAV (Apr 12)

Fund Returns

Last 1Y
39.1%
Last 3Y
23.6%
Last 5Y
20%
Last 10Y
18.2%
Since Inception
18.8%
6 Month CAGR
16.7%

Scheme Information

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. There can be no assurance that the investment objective of the scheme will be realised.

Expense Ratio
1.75
Launched (16y ago)
Dec 26, 2008
AUM in Crores
6252.837
ISIN
INF194K01292
Lock-in
3
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
21.5
Beta (3yr)
0.9
Beta (5yr)
1.09
Sharpe Ratio (3yr)
1.249
Sharpe Ratio (5yr)
0.703
YTM
0
Fund Managers

Ritika Behera

Fund Manager

Daylynn Pinto

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan ELSS Tax saver Fund (Growth)70%12,16,721 4,84,10920%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-12

Top Stock Holdings

icici bank ltd

5.9%
5.9%

triparty repo

5.9%
5.9%

hdfc bank ltd

5.4%
5.4%

reliance industries ltd

5.2%
5.2%

axis bank ltd

3.7%
3.7%
See all holdings

Allocation by Sector

financial services

26.3%
26.3%

consumer cyclical

13.1%
13.1%

industrials

9.7%
9.7%

healthcare

8.7%
8.7%

consumer defensive

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan Asset Management Company Limited manages assets worth 141,711 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 38 equity,214 debt and 27 hybrid funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

5.1%

5.2%

1.3%

1.5%

1.3%

1.5%

1.3%

1.5%

27.9%

17.5%

Bandhan ELSS Tax saver Fund (G) Review

Bandhan ELSS Tax saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 18.8% over a period of 15 years. The fund was previously known as Bandhan Tax Advantage (ELSS) Reg Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Daylynn Pinto, Ritika Behera.

Nav of Bandhan ELSS Tax saver Fund (G) as of 4/12/2024 is ₹139.78 with the total AUM as of 4/14/2024 is ₹6252.837. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan ELSS Tax saver Fund (G) was launched on Dec 26, 2008. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bandhan ELSS Tax saver Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Bandhan ELSS Tax saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

Bandhan ELSS Tax saver Fund (G) is rated as a 4 fund in Equity and delivered 39.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan ELSS Tax saver Fund (G).

Frequently Asked Questions

What is Bandhan ELSS Tax saver Fund (G)?

Bandhan ELSS Tax saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bandhan ELSS Tax saver Fund (G)?

You can invest in Bandhan ELSS Tax saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bandhan ELSS Tax saver Fund (G)?

The minimum sip amount for Bandhan ELSS Tax saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Bandhan ELSS Tax saver Fund (G) good to invest in?

As per Scripbox experts, Bandhan ELSS Tax saver Fund (G) is a Top Ranked fund. You can investBandhan ELSS Tax saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bandhan ELSS Tax saver Fund (G)?

The expense ratio of the Bandhan ELSS Tax saver Fund (G) is 1.75% for regular plan.