UTI ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3643 Cr | ₹4572 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 30 Jul 2005 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | % |
Expense Ratio | 1.9 | 1.73 |
Manager | Vishal Chopda | Rajeev Thakkar |
ISIN Code | INF789F01547 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 3.62% | 2.25% |
6 Month | -6.38% | -1.91% |
1 Year | 10.39% | 15.32% |
3 Year | 11.79% | 17.5% |
5 Year | 22.17% | 28.36% |
SIP Return Analysis
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 0.07% | 1.01% |
1 Year | -5.07% | 2.95% |
3 Year | 12.73% | 17.82% |
5 Year | 14.04% | 19.45% |
Rolling Lumpsum Returns
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.44% | 25.21% |
3 Year | 11.24% | 22.41% |
5 Year | 12.09% | 23.68% |
Risk Management
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.37% | 10.084% |
Sharp | 0.28% | 0.992% |
Beta | 0.94% | 0.659% |
Alpha | -2.54% | 4.826% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Vishal Chopda | Rajeev Thakkar |
Total AUM | ₹6487 Cr | ₹0 Cr |
Funds Managed | 3 | 5 |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.72 | 19.06 |
Large Cap | 70.82 | 70.53 |
Mid Cap | 19.84 | 2.51 |
Small Cap | 6.63 | 7.9 |
Sector Allocation
Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.72 | 18.87 |
Energy | 3.08 | 6.06 |
Industrials | 7.14 | 0.73 |
Technology | 10.44 | 13.18 |
Consumer Cyclical | 13.94 | 14.3 |
Healthcare | 5.88 | 4.43 |
Financial Services | 32.26 | 31.18 |
Basic Materials | 5.22 | 0.28 |
Real Estate | 2.52 | - |
Consumer Defensive | 6.89 | 5.07 |
Communication Services | 6.36 | - |
Utilities | 3.56 | 5.91 |
Top Comparisons
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns16.94%
Aditya Birla Sun Life India Gennext Fund-Growth Option
3Y Returns15.47%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns12.77%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns15.97%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.37%