Formerly IDFC Tax Advantage (ELSS) Reg Gr
₹ 119.508
NAV (Sep 29)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 119.508
NAV (Sep 29)
Last 1Y | 23.6% |
Last 3Y | 31.4% |
Last 5Y | 16.9% |
Last 10Y | 18.6% |
Since Inception | 18.3% |
6 Month CAGR | 23.5% |
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 | 1.8 |
Launched (15y ago) | Dec 26, 2008 |
AUM in Crores | 5073.133 |
ISIN | INF194K01292 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 15.2 |
Standard Deviation (5yr) | 22.3 |
Beta (3yr) | 0.97 |
Beta (5yr) | 1.11 |
Sharpe Ratio (3yr) | 1.515 |
Sharpe Ratio (5yr) | 0.513 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bandhan Tax Advantage ELSS Fund (Growth) | 11,19,360 | 3,86,748 | 16.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
icici bank ltd
7.2%hdfc bank ltd
5.6%reliance industries ltd
4.3%triparty repo
4.1%axis bank ltd
3.8%financial services
26.5%industrials
15.1%consumer cyclical
13.3%basic materials
10.6%technology
8.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
Bandhan Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.8% | ||
- | 4.7% | ||
- | 4.7% | ||
- | 4.7% | ||
37.1% | 16.8% |
Bandhan Tax Advantage ELSS Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 18.3% over a period of 14 years. The fund was previously known as IDFC Tax Advantage (ELSS) Reg Gr. The fund is managed by Bandhan Asset Management Company Limited. The fund managers are Daylynn Pinto, Nishita Shah.
Nav of Bandhan Tax Advantage ELSS Fund (G) as of 9/29/2023 is ₹119.51 with the total AUM as of 9/30/2023 is ₹5073.133. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bandhan Tax Advantage ELSS Fund (G) was launched on Dec 26, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Bandhan Tax Advantage ELSS 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 Tax Advantage ELSS 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 Tax Advantage ELSS Fund (G) is rated as a 4 fund in Equity and delivered 23.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bandhan Tax Advantage ELSS Fund (G).
What is Bandhan Tax Advantage ELSS Fund (G)?
How to invest in Bandhan Tax Advantage ELSS Fund (G)?
You can invest in Bandhan Tax Advantage ELSS 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 Tax Advantage ELSS Fund (G)?
The minimum sip amount for Bandhan Tax Advantage ELSS Fund (G) is ₹500. You can invest in multiples of ₹500.
Is Bandhan Tax Advantage ELSS Fund (G) good to invest in?
As per Scripbox experts, Bandhan Tax Advantage ELSS Fund (G) is a Top Ranked fund. You can investBandhan Tax Advantage ELSS 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 Tax Advantage ELSS Fund (G)?
The expense ratio of the Bandhan Tax Advantage ELSS Fund (G) is 1.8% for regular plan.