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) | ₹16749 Cr | ₹3678 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 | 1.79% | 1.83% |
| 6 Month | 4.05% | 6.5% |
| 1 Year | 3.16% | 1.24% |
| 3 Year | 20.07% | 13.64% |
| 5 Year | 22.84% | 17.68% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | 2.23% |
| 1 Year | 10.57% | 11.4% |
| 3 Year | 17.95% | 13.23% |
| 5 Year | 18.01% | 12.91% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.91% | 10.86% |
| 3 Year | 16.51% | 11.39% |
| 5 Year | 15.97% | 12.32% |
Risk Management
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.57% | 12.37% |
| Sharp | 0.99% | 0.54% |
| Beta | 0.97% | 0.94% |
| Alpha | 2.88% | -3.01% |
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 | 5.08 | 7.09 |
| Large Cap | 65.66 | 72.25 |
| Mid Cap | 15.94 | 12.1 |
| Small Cap | 13.32 | 8.55 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.76 | 1.71 |
| Communication Services | 4.59 | 7.22 |
| Technology | 8.06 | 9.7 |
| Basic Materials | 9 | 3.12 |
| Industrials | 4.96 | 7.77 |
| Financial Services | 36.88 | 32.83 |
| Energy | 4.74 | 5.58 |
| Consumer Defensive | 5 | 5.83 |
| Healthcare | 10.06 | 6.34 |
| Consumer Cyclical | 10.04 | 13.77 |
| Utilities | 3.91 | 3.5 |
| Real Estate | - | 2.62 |
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