Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns17.96%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns21.89%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns13.03%

VS

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns18.29%

Compare Now

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

3Y Returns7.09%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns8.82%

Compare Now

Kotak Equity Arbitrage Fund - Growth Kotak Equity Arbitrage Fund - Growth

3Y Returns6.87%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.5%

Compare Now
Add to Cart Successfully