Bandhan ELSS - Tax Saver Fund - Direct Plan has delivered 58.50% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #16 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 7.90% .
The fund currently owns more than 61 stocks.
The top 10 holdings account for 45.98% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.01% | -3.86% |
| 2 Year Return | 29.45% | 7.32% |
| 3 Year Return | 60.27% | 26.26% |
| 4 Year Return | 195.08% | 48.86% |
| 5 Year Return | 193.15% | 63.29% |
| 6 Year Return | 198.60% | 104.35% |
| 7 Year Return | 344.29% | 130.89% |
| Expense Ratio | 0.61% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.90%
|
|
| 2 | Energy |
6.35%
|
|
| 3 | Finance - Banks - Private Sector |
5.85%
|
|
| 4 | Financials |
5.53%
|
|
| 5 |
4.84%
|
||
| 6 | Information Technology |
4.22%
|
|
| 7 | Information Technology |
3.07%
|
|
| 8 | Financials |
2.81%
|
|
| 9 | Consumer Discretionary |
2.74%
|
|
| 10 | Communication Services |
2.67%
|
|
| 11 | Financials |
2.31%
|
|
| 12 | Industrials |
2.25%
|
Bandhan ELSS - Tax Saver Fund - Direct Plan is managed by BANDHAN and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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