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) | ₹17609 Cr | ₹3762 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 | -1.06% | -2.54% |
| 6 Month | 2.44% | -0.11% |
| 1 Year | 11.27% | 6.43% |
| 3 Year | 20.34% | 14.24% |
| 5 Year | 19.14% | 13.17% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.06% | -3.12% |
| 1 Year | 2.83% | -0.88% |
| 3 Year | 13.49% | 7.8% |
| 5 Year | 15.45% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.56% | 10.54% |
| 3 Year | 16.83% | 11.59% |
| 5 Year | 16.17% | 12.49% |
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 | 1.05% | 0.65% |
| Beta | 0.96% | 0.95% |
| Alpha | 3.12% | -2.08% |
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 | 7.71 | 4.69 |
| Large Cap | 64.66 | 72.69 |
| Mid Cap | 16.19 | 13.11 |
| Small Cap | 11.43 | 9.5 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.34 | 0.14 |
| Communication Services | 4.95 | 6.94 |
| Technology | 9.44 | 10.54 |
| Basic Materials | 7.63 | 4.07 |
| Industrials | 4.78 | 7.59 |
| Financial Services | 39.01 | 34.01 |
| Energy | 5.71 | 5.62 |
| Consumer Defensive | 4.35 | 5.31 |
| Healthcare | 8.65 | 6.3 |
| Consumer Cyclical | 10.51 | 13.56 |
| Utilities | 3.63 | 3.24 |
| Real Estate | - | 2.68 |
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