UTI ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹374 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 23% |
Expense Ratio | 2.32 | 1.9 |
Manager | Vishal Jajoo | Vishal Chopda |
ISIN Code | INF00XX01374 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 7.34% | 4.76% |
6 Month | -16.63% | -14.22% |
1 Year | 2.24% | 5.72% |
3 Year | 17.36% | 9.89% |
5 Year | 24.5% | 23.36% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.7% | -4.8% |
1 Year | -14.9% | -9.39% |
3 Year | 17.1% | 11.65% |
5 Year | 16.86% | 13.77% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.61% | 11.44% |
3 Year | 18.2% | 11.24% |
5 Year | 17.5% | 12.09% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 12.37% |
Sharp | 0.774% | 0.26% |
Beta | 0.917% | 0.94% |
Alpha | 3.597% | -2.8% |
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Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vishal Jajoo | Vishal Chopda |
Total AUM | ₹762 Cr | ₹6487 Cr |
Funds Managed | 3 | 3 |
ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.4 | 2.72 |
Large Cap | 41.83 | 70.82 |
Small Cap | 44.62 | 6.63 |
Mid Cap | 9.14 | 19.84 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.66 | 2.72 |
Communication Services | 2.67 | 6.36 |
Industrials | 20.77 | 7.14 |
Consumer Defensive | 3.66 | 6.89 |
Basic Materials | 10.08 | 5.22 |
Financial Services | 26.02 | 32.26 |
Consumer Cyclical | 11.66 | 13.94 |
Technology | 9.68 | 10.44 |
Healthcare | 2.53 | 5.88 |
Energy | 1 | 3.08 |
Real Estate | 4.73 | 2.52 |
Utilities | 5.53 | 3.56 |
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