• Mutual Funds
  • Bandhan Mutual Fund
  • Bandhan ELSS Tax Saver Fund (G)
Bandhan Mutual Funds

Bandhan ELSS Tax Saver Fund (G)

EquityTax Saving
Top Ranked

154.248

NAV (Oct 07)

24.824%
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

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

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

154.248

NAV (Oct 7)

Fund Returns

Last 1Y
32%
Last 3Y
17.7%
Last 5Y
24.8%
Last 10Y
16.5%
Since Inception
19%
6 Month CAGR
11.9%

Scheme Information

Investment Objective

The scheme seeks to build a diversified portfolio comprising of stocks of companies with strong fundamentals that are available at reasonable valuations. The scheme can be fully into equities (and equity related securities) and upto 20% in debt & money market instruments.

Expense Ratio
1.73
Launched (0y ago)
1.73
AUM in Crores
7234.9
ISIN
INF194K01292
Lock-in
1095
Benchmark
BSE 500 Total Return Index
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
-
Standard Deviation
12.7
Beta
0.9
Sharpe Ratio
1.1
YTM
-
Fund Managers

Daylynn Gerard Paul Pinto

Fund Manager

Gaurav Satra

Fund Manager

Ritika Behera

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bandhan ELSS Tax Saver Fund (G)70%13,90,005 6,57,39324.8%
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 2024-05-28

Top Stock Holdings

HDFC Bank Ltd.

5.4%
5.4%

ICICI Bank Ltd.

5.1%
5.08%

Reliance Industries Ltd.

4.8%
4.82%

Axis Bank Ltd.

3.7%
3.74%

Infosys Ltd.

3.6%
3.64%
See all holdings

Allocation by Sector

Financial

21.75%
21.75%

Technology

9.45%
9.45%

Healthcare

9.16%
9.16%

Automobile

8.66%
8.66%

Energy

8.19%
8.19%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

Bandhan Mutual Fund

Bandhan mutual fund was established in 2000, and offers Equity, Debt, ELSS and Index mutual funds to achieve your financial goals. Bandhan mutual fund is one of the top 10 fund houses in terms of AUM and has an experienced investment team and presence over 60 cities in India.amc-img
Fund NameScripbox Opinion
Till Date CAGR

5.38%

5.77%

5.223%

5.63%

21.773%

17.914%

17.682%

19.025%

13.979%

12.145%

Bandhan ELSS Tax Saver Fund (G) Review

Bandhan ELSS Tax Saver Fund (G) is a Equity Equity fund and has delivered an annualised return of 19.025% over a period of 15 years. The fund is managed by Bandhan Mutual Fund. The fund managers are Daylynn Gerard Paul Pinto, Gaurav Satra, Ritika Behera.

Nav of Bandhan ELSS Tax Saver Fund (G) as of 10/7/2024 is ₹154.25 with the total AUM as of 10/8/2024 is ₹7234.922. 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 2008-12-26. The category risk of the fund is Above Average.

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 BSE 500 Total Return Index.

It is rated as a 4 fund in Equity and delivered 31.962% 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)?

It is a Equity 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, it is a 4 fund. You can invest in it 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 1.73% for regular plan.

What is the NAV of Bandhan ELSS Tax Saver Fund (G)?

Today's Bandhan ELSS Tax Saver Fund (G) NAV is ₹154.25.