UTI ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

UTI ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹3678 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	4.13%	2.65%
6 Month	13.55%	6.02%
1 Year	4.46%	2.29%
3 Year	20.67%	12.74%
5 Year	20.24%	18.07%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	2.51%	2.23%
1 Year	15.36%	11.4%
3 Year	18.34%	13.23%
5 Year	17.48%	12.91%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	16.96%	10.86%
3 Year	18.57%	11.39%
5 Year	19.32%	12.32%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	15.30%	12.37%
Sharp	0.89%	0.54%
Beta	1.08%	0.94%
Alpha	4.07%	-3.01%

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	9.84	7.09
Small Cap	46.12	8.55
Large Cap	37.42	72.25
Mid Cap	6.62	12.1

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.86	1.71
Communication Services	2.59	7.22
Consumer Defensive	2.5	5.83
Basic Materials	9.86	3.12
Industrials	22.31	7.77
Financial Services	33.95	32.83
Consumer Cyclical	8.62	13.77
Technology	6.5	9.7
Healthcare	2.09	6.34
Utilities	6.24	3.5
Real Estate	3.48	2.62
Energy	-	5.58

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