UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹4398 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 23% |
Expense Ratio | 1.82 | 1.9 |
Manager | Sailesh Jain | Vishal Chopda |
ISIN Code | INF277K01I52 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./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 | 7.23% | 5.73% |
6 Month | -12.31% | -13.08% |
1 Year | 9.66% | 7.89% |
3 Year | 13.34% | 10.71% |
5 Year | 24.24% | 22.89% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -5.35% | -4.8% |
1 Year | -8.18% | -9.39% |
3 Year | 13.89% | 11.65% |
5 Year | 16.29% | 13.77% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.97% | 11.44% |
3 Year | 14.85% | 11.24% |
5 Year | 13.39% | 12.09% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.429% | 12.37% |
Sharp | 0.451% | 0.26% |
Beta | 0.972% | 0.94% |
Alpha | 0.237% | -2.8% |
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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 |
Funds Managed | 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 | 5.12 | 2.72 |
Large Cap | 60.14 | 70.82 |
Small Cap | 24.69 | 6.63 |
Mid Cap | 10.05 | 19.84 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.54 | 2.72 |
Communication Services | 3.74 | 6.36 |
Energy | 5.19 | 3.08 |
Technology | 7.95 | 10.44 |
Basic Materials | 7.21 | 5.22 |
Consumer Cyclical | 16.2 | 13.94 |
Industrials | 13.81 | 7.14 |
Financial Services | 31.02 | 32.26 |
Healthcare | 3.54 | 5.88 |
Real Estate | 2.78 | 2.52 |
Utilities | 2.54 | 3.56 |
Consumer Defensive | 1.49 | 6.89 |
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