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

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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	2.62%	6.15%
6 Month	22.96%	26.21%
1 Year	57.89%	34.6%
3 Year	21.67%	14.63%
5 Year	-	21.26%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	25.56%	15.2%
3 Year	54.01%	30.76%
5 Year	80.34%	63.05%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	24.07%	21.05%
3 Year	59.02%	48.23%
5 Year	84.68%	69.76%

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%	0.64%
Beta	0.83%	0.93%
Alpha	1.91%	-2.51%

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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

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

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