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

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

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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 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 -6.49% -7.06%
6 Month 9.31% 5.65%
1 Year 27.01% 21.11%
3 Year 14.29% 9.31%
5 Year 17.41% 16.97%

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 22.82% 16.71%
3 Year 22.26% 18.34%
5 Year 21.66% 18.87%

Rolling Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 13.74% 11.36%
3 Year 14.85% 11.27%
5 Year 13.09% 11.99%

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% 0.42%
Beta 0.96% 0.96%
Alpha 0.31% -3.05%

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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

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