Bandhan ELSS - Tax saver Fund - Regular Plan - Growth
- ELSS (Tax Savings)
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹7,004.60 Cr
Expense Ratio
1.55%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
26 Dec 2008
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.72% | -- |
| 3 Months | +2.88% | -- |
| 6 Months | +1.51% | -- |
| 1 Year | +0.13% | +0.13% |
| 2 Years | -- | -1.78% |
| 3 Years | +25.6% | +7.89% |
| 5 Years | +64.72% | +10.5% |
| Since Launch | +1419.22% | +16.61% |
Holdings as on 12 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 553.64 | 7.90 |
| Reliance Industries | 444.66 | 6.35 |
| Kotak Mahindra Bank | 409.82 | 5.85 |
| ICICI Bank | 387.56 | 5.53 |
| Triparty Repo Trp_030826 | 339.15 | 4.84 |
| Tata Consultancy Services | 295.70 | 4.22 |
| Infosys | 214.72 | 3.07 |
| AXIS Bank Ltd | 196.72 | 2.81 |
| Maruti Suzuki India | 192.16 | 2.74 |
| Bharti Airtel | 187.34 | 2.67 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.29
Sharpe Ratio
13.65%
Std. Deviation
7.26%
Tracking Error
-0.45%
Alpha
1.15
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant ELSS Tax Saver Growth | +13.27% | +13.35% | +14.16% |
| Franklin India ELSS Tax Saver Fund Growth | -4.01% | +9.58% | +11.13% |
| Kotak ELSS Tax Saver-Scheme- Growth | +0.85% | +9.81% | +10.56% |
| Canara Robeco ELSS - Tax Saver Fund Growth | +0.4% | +10.04% | +8.8% |
| Bandhan ELSS - Tax saver Fund - Regular Plan - Growth | +0.13% | +7.89% | +10.5% |
Results are calculated on CAGR basis
About Fund
The fund is an Equity Linked Savings Scheme (ELSS) that aims to generate longterm capital growth from a diversified equity portfolio and enables investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961.
The Bandhan ELSS - Tax saver Fund - Regular Plan - Growth has an AUM of 7004.60 crores & has delivered CAGR of 10.50 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.55%. The minimum investment in Bandhan ELSS - Tax saver Fund - Regular Plan - Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, Kotak Mahindra Bank, ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are Quant ELSS Tax Saver Growth, Franklin India ELSS Tax Saver Fund Growth, Kotak ELSS Tax Saver-Scheme- Growth, Canara Robeco ELSS - Tax Saver Fund Growth, Bandhan ELSS - Tax saver Fund - Regular Plan - Growth. Bandhan ELSS - Tax saver Fund - Regular Plan - Growth has a sharpe ratio of 0.29 & a standard deviation of 13.65%.
FAQs
According to the morning star rating Bandhan ELSS - Tax saver Fund - Regular Plan - Growth has a Medium risk & High return.
Bandhan ELSS - Tax saver Fund - Regular Plan - Growth is managed by Daylynn Pinto,Ritika Behera,Gaurav Satra.
The expense ratio of Bandhan ELSS - Tax saver Fund - Regular Plan - Growth is 1.55%.
The 5 year annualized return on Bandhan ELSS - Tax saver Fund - Regular Plan - Growth is 10.50% & it has generated 0.13% in the last 1 year.
The minimum investment in Bandhan ELSS - Tax saver Fund - Regular Plan - Growth is 500 Rs.
Bandhan ELSS - Tax saver Fund - Regular Plan - Growth has an AUM of 7004.60 crores.
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