UTI ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹363 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 18 Oct 2019 01 Aug 2005
Category ELSS ELSS
Fund Type Open-ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over % 23%
Expense Ratio 2.3 1.88
Manager Vishal Jajoo Vishal Chopda
ISIN Code INF00XX01374 INF789F01547
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -8.67% -7.06%
6 Month 2.18% 5.65%
1 Year 29.28% 21.11%
3 Year 15.96% 9.31%
5 Year 17.22% 16.97%

SIP Return Analysis

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.63% 16.71%
3 Year 27.89% 18.34%
5 Year - 18.87%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 21.02% 11.36%
3 Year 18.31% 11.27%
5 Year 18.49% 11.99%

Risk Management

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.51% 12.37%
Sharp 1.03% 0.42%
Beta 0.83% 0.96%
Alpha 1.91% -3.05%

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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
Fund Manage 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 6.74 2.72
Large Cap 49.09 63.89
Small Cap 28.6 8.46
Mid Cap 15.57 24.91

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 1.76 1.37
Telecom - Services 11.75 -
Petroleum Products 2.08 -
Electrical Equipment 1.65 -
Construction 6.35 3.27
Industrial Manufacturing 1.13 -
Textiles & Apparels 3.11 -
Banks 11.64 -
IT - Software 4.69 -
Paper, Forest & Jute Products 2.3 -
Aerospace & Defense 1.69 -
Automobiles 5.91 -
Finance 3.86 -
Diversified FMCG 1.21 -
Pharmaceuticals & Biotechnology 0.66 -
Industrial Products 9.98 -
Realty 4.94 -
Ferrous Metals 3.18 -
Chemicals & Petrochemicals 1.12 -
Auto Components 2.29 -
Engineering Services 0.61 -
Power 4.81 -
Transport Services 3.53 -
Commercial Services & Supplies 1.84 -
Retailing 7.91 -
Financial - 26.33
Energy - 6.01
Materials - 2.96
Technology - 8.91
Healthcare - 5.7
Automobile - 9.16
Metals & Mining - 1.82
Consumer Staples - 6.13
Chemicals - 2.07
Services - 8.42
Consumer Discretionary - 6.25
Capital Goods - 5.22
Communication - 4.23
Insurance - 2.13

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