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

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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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 Risk	Very High Risk
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

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	-5%	-2.36%
6 Month	-10.56%	-10.87%
1 Year	6.72%	6.8%
3 Year	13.07%	10.05%
5 Year	15.27%	14.38%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.98%	-7.71%
3 Year	12.88%	11.09%
5 Year	16.28%	14.19%

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%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.843%	12.37%
Sharp	0.555%	0.26%
Beta	0.966%	0.97%
Alpha	0.163%	-3.86%

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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

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	3.66	2.37
Large Cap	57.29	62.97
Small Cap	27.54	9.75
Mid Cap	11.51	24.95

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	3.66	2.37
Telecom - Services	3.49	4.64
Petroleum Products	3.84	2.51
IT - Software	7.17	10.42
Pharmaceuticals & Biotechnology	4.62	3.03
Auto Components	8.63	3.99
Household Products	0.89	-
Construction	4.21	1.61
Finance	3.79	3.89
Minerals & Mining	1.77	-
Non - Ferrous Metals	1.32	-
Banks	21.81	21.05
Cement & Cement Products	2.9	2.14
Leisure Services	2.9	2
Capital Markets	1.44	-
Insurance	2.58	2.85
IT - Services	1.01	-
Chemicals & Petrochemicals	0.46	-
Automobiles	1.36	3.22
Entertainment	1.48	-
Consumer Durables	1.95	6.59
Realty	2.92	2.59
Gas	0.76	1.37
Aerospace & Defense	0.87	1.4
Industrial Products	3.87	2.92
Consumable Fuels	1.4	-
Fertilizers & Agrochemicals	1.44	2.38
Retailing	2.27	5.84
Power	3.01	3.04
Textiles & Apparels	0.41	-
Beverages	1.77	0.3
Ferrous Metals	-	1.55
Personal Products	-	2.45
Healthcare Services	-	2.94
Agricultural Food & other Products	-	0.93
Food Products	-	1.18
Electrical Equipment	-	0.09
Financial Technology (Fintech)	-	0.75