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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 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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