UTI ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
DSP ELSS Tax Saver Fund - Regular Plan - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17570 Cr | ₹3785 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Jan 2007 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 35% | 23% |
| Expense Ratio | 1.64 | 1.9 |
| Manager | Rohit Singhania | Vishal Chopda |
| ISIN Code | INF740K01185 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.59% | 0.19% |
| 6 Month | 3.75% | 2.67% |
| 1 Year | 3.14% | 0.67% |
| 3 Year | 18.93% | 12.94% |
| 5 Year | 20.08% | 14.54% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.25% | 2.09% |
| 1 Year | 14.76% | 12.09% |
| 3 Year | 17.32% | 11.89% |
| 5 Year | 17.35% | 11.83% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.74% | 10.62% |
| 3 Year | 16.74% | 11.52% |
| 5 Year | 16.09% | 12.46% |
Risk Management
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.09% | 12.89% |
| Sharp | 0.90% | 0.49% |
| Beta | 0.96% | 0.95% |
| Alpha | 3.41% | -1.85% |
Fund Managers
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohit Singhania | Vishal Chopda |
| Total AUM | ₹46862 Cr | ₹6487 Cr |
| Funds Managed | 7 | 3 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.56 | 5.14 |
| Large Cap | 65.32 | 71.92 |
| Mid Cap | 16.51 | 13.78 |
| Small Cap | 12.61 | 9.16 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.18 | 0.61 |
| Communication Services | 5.09 | 7.07 |
| Technology | 9.38 | 10.77 |
| Basic Materials | 8.18 | 3.91 |
| Industrials | 4.98 | 7.69 |
| Financial Services | 38.11 | 33.83 |
| Energy | 5.51 | 5.54 |
| Consumer Defensive | 4.87 | 5.1 |
| Healthcare | 9.64 | 5.79 |
| Consumer Cyclical | 9.08 | 13.26 |
| Utilities | 4.01 | 3.3 |
| Real Estate | - | 3.12 |
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