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UTI ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹409 Cr | ₹3665 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 23% |
| Expense Ratio | 2.32 | 1.9 |
| Manager | Vishal Jajoo | Vishal Chopda |
| ISIN Code | INF00XX01374 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.17% | 3.92% |
| 6 Month | 19.74% | 14.25% |
| 1 Year | -4.07% | -3.87% |
| 3 Year | 20.84% | 13.19% |
| 5 Year | 19.29% | 18.25% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.54% | 3.21% |
| 1 Year | 10.58% | 8.48% |
| 3 Year | 17.98% | 12.94% |
| 5 Year | 16.99% | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.67% | 10.99% |
| 3 Year | 18.44% | 11.32% |
| 5 Year | 19.61% | 12.26% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.44% | 12.37% |
| Sharp | 0.77% | 0.48% |
| Beta | 1.07% | 0.93% |
| Alpha | 4.18% | -2.45% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vishal Jajoo | Vishal Chopda |
| Total AUM | ₹762 Cr | ₹6487 Cr |
| Funds Managed | 3 | 3 |
| ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.94 | 6.22 |
| Small Cap | 47.05 | 9 |
| Large Cap | 37.45 | 71.67 |
| Mid Cap | 6.56 | 13.1 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.03 | 1.02 |
| Communication Services | 2.71 | 7.21 |
| Consumer Defensive | 2.02 | 6.13 |
| Basic Materials | 10.31 | 3.21 |
| Industrials | 23.34 | 8.19 |
| Financial Services | 31.5 | 32.36 |
| Consumer Cyclical | 9.7 | 14.57 |
| Technology | 5.86 | 10.21 |
| Healthcare | 2.03 | 6.66 |
| Utilities | 6.34 | 3.58 |
| Real Estate | 4.16 | 2.31 |
| Energy | - | 4.54 |
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