- Mutual Funds
- Bandhan Mutual Funds
- Bandhan ELSS Tax saver Fund (Growth)
Formerly Bandhan Tax Advantage (ELSS) Reg Gr
Bandhan ELSS Tax saver Fund (Growth)
₹ 137.402
NAV (Apr 18)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 137.402
NAV (Apr 18)
Fund Returns
Last 1Y | 37.5% |
Last 3Y | 22.1% |
Last 5Y | 19.4% |
Last 10Y | 18% |
Since Inception | 18.7% |
6 Month CAGR | 14.7% |
Scheme Information
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bandhan ELSS Tax saver Fund (Growth) | 11,97,078 | 4,64,466 | 19.4% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
5.9%triparty repo
5.9%hdfc bank ltd
5.4%reliance industries ltd
5.2%axis bank ltd
3.7%Allocation by Sector
financial services
26.3%consumer cyclical
13.1%industrials
9.7%healthcare
8.7%consumer defensive
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Bandhan Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 5.2% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
1.4% | 1.5% | ||
26.3% | 17.4% |
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 18.7% 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 4/18/2024 is ₹137.40 with the total AUM as of 4/19/2024 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 37.5% 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)?
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.