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) | ₹17241 Cr | ₹3778 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 | 3.46% | 1.98% |
| 6 Month | 4.93% | 4.21% |
| 1 Year | 8.06% | 5.8% |
| 3 Year | 19.54% | 12.93% |
| 5 Year | 21.64% | 16% |
SIP Return Analysis
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.99% | 1.55% |
| 1 Year | 13.07% | 10% |
| 3 Year | 17.71% | 12.08% |
| 5 Year | 17.63% | 12.03% |
Rolling Lumpsum Returns
| Scheme Name | DSP ELSS Tax Saver Fund - Regular Plan - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.87% | 10.67% |
| 3 Year | 16.69% | 11.49% |
| 5 Year | 16.04% | 12.43% |
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 | 0.98% | 0.56% |
| Beta | 0.96% | 0.94% |
| Alpha | 2.6% | -2.88% |
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 | 5.11 |
| Large Cap | 65.66 | 72.39 |
| Mid Cap | 15.94 | 13.59 |
| Small Cap | 13.32 | 8.91 |
Sector Allocation
| Scheme Name |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.76 | 0.28 |
| Communication Services | 4.59 | 7.42 |
| Technology | 8.06 | 10.13 |
| Basic Materials | 9 | 3.26 |
| Industrials | 4.96 | 8.49 |
| Financial Services | 36.88 | 33.62 |
| Energy | 4.74 | 5.81 |
| Consumer Defensive | 5 | 5.19 |
| Healthcare | 10.06 | 5.77 |
| Consumer Cyclical | 10.04 | 13.45 |
| Utilities | 3.91 | 3.53 |
| Real Estate | - | 3.06 |
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