UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Invest NowUTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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 GuidanceScheme 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 |
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 |
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
3Y Returns25.91%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns11.54%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.92%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
3Y Returns19.75%
Franklin India Flexi Cap Fund - Growth
3Y Returns23.27%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns21.02%