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
| 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% | 6.15% |
| 6 Month | 20.97% | 26.21% |
| 1 Year | 36.67% | 34.6% |
| 3 Year | 19.99% | 14.63% |
| 5 Year | 20.85% | 21.26% |
| 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 | 21% | 21.05% |
| 3 Year | 53.22% | 48.23% |
| 5 Year | 76.33% | 69.76% |
| 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% | 0.93% |
| Alpha | 0.31% | -2.51% |
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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 | 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 |
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