UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

Link copied to clipboard!

tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4552 Cr ₹3919 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 13 Oct 2014 01 Aug 2005
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 23%
Expense Ratio 1.81 1.88
Manager Sailesh Jain Vishal Chopda
ISIN Code INF277K01I52 INF789F01547
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month 2.55% -7.07%
6 Month 20.97% 10.66%
1 Year 36.67% 31.64%
3 Year 19.99% 11.54%
5 Year 20.85% 18.23%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.48% 15.2%
3 Year 34.65% 30.76%
5 Year 67.29% 63.05%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 13.73% 11.3%
3 Year 14.85% 11.29%
5 Year 13.09% 12.01%

Risk Management

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 12.5% 12.37%
Sharp 1.01% 0.64%
Beta 0.96% 0.94%
Alpha 0.31% -2.09%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Sailesh Jain Vishal Chopda
Total AUM ₹17041 Cr ₹6487 Cr
Fund Manage 7 3
Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.77 2.72
Large Cap 59.14 63.89
Small Cap 24.53 8.46
Mid Cap 13.56 24.91

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 2.54 1.37
Communication 3.3 4.23
Energy 8.18 6.01
Technology 7.33 8.91
Healthcare 4.5 5.7
Automobile 10.21 9.16
Consumer Staples 2.74 6.13
Construction 6.73 3.27
Financial 28.11 26.33
Metals & Mining 2.8 1.82
Materials 5.07 2.96
Services 5.23 8.42
Capital Goods 7.31 5.22
Insurance 2.4 2.13
Chemicals 1.96 2.07
Consumer Discretionary 1.59 6.25

Top Comparisons

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.91%

VS

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

3Y Returns11.54%

Compare Now

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns16.92%

VS

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

Compare Now

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns19.75%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns23.27%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns21.02%

Compare Now
Request call back
Add to Cart Successfully