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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 Risk Very High Risk
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 -4.5% -2.36%
6 Month -15.28% -10.87%
1 Year 2.6% 6.8%
3 Year 16.17% 10.04%
5 Year 14.59% 14.38%

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 -15.23% -7.71%
3 Year 16.07% 11.09%
5 Year 16.61% 14.19%

Rolling Lumpsum Returns

Scheme Name ITI ELSS Tax Saver Fund Regular - Growth UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 21.48% 11.44%
3 Year 18.31% 11.24%
5 Year 17.85% 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% 0.97%
Alpha 3.597% -3.86%

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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 5.45 2.37
Large Cap 50.01 62.97
Small Cap 34.83 9.75
Mid Cap 9.71 24.95

Sector Allocation

Scheme Name

ITI ELSS Tax Saver Fund Regular - Growth

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 5.45 2.37
Telecom - Services 2.47 4.64
Realty 4 2.59
Electrical Equipment 3.49 0.09
Food Products 1.33 1.18
Industrial Manufacturing 1.51 -
Construction 3.23 1.61
Textiles & Apparels 1.32 -
Banks 15.29 21.05
IT - Software 4.44 10.42
Paper, Forest & Jute Products 3.86 -
IT - Services 1.07 -
Pharmaceuticals & Biotechnology 2.1 3.03
Insurance 0.76 2.85
Automobiles 3.48 3.22
Finance 4.61 3.89
Diversified FMCG 3.15 -
Industrial Products 8.38 2.92
Oil 1.28 -
Ferrous Metals 1.18 1.55
Power 6 3.04
Chemicals & Petrochemicals 2.3 -
Transport Services 4.51 -
Engineering Services 1.12 -
Household Products 0.53 -
Commercial Services & Supplies 3.35 -
Retailing 9.26 5.84
Auto Components 0.53 3.99
Petroleum Products - 2.51
Personal Products - 2.45
Healthcare Services - 2.94
Fertilizers & Agrochemicals - 2.38
Agricultural Food & other Products - 0.93
Consumer Durables - 6.59
Aerospace & Defense - 1.4
Leisure Services - 2
Financial Technology (Fintech) - 0.75
Cement & Cement Products - 2.14
Beverages - 0.3
Gas - 1.37

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