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)	₹374 Cr	₹3643 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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	3.51%	3.35%
6 Month	2.26%	3.2%
1 Year	4.54%	8.99%
3 Year	23.44%	16.44%
5 Year	24.27%	22.9%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	7.28%	5.7%
1 Year	2.96%	3.62%
3 Year	21.29%	15.19%
5 Year	18.8%	15.02%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	20.61%	11.44%
3 Year	18.2%	11.24%
5 Year	17.5%	12.09%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	13.905%	12.37%
Sharp	0.774%	0.49%
Beta	0.917%	0.94%
Alpha	3.597%	-2.03%

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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

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	4.4	3.23
Large Cap	41.83	69.15
Small Cap	44.62	6.73
Mid Cap	9.14	20.88

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.66	3.23
Communication Services	2.67	-
Industrials	20.77	-
Consumer Defensive	3.66	-
Basic Materials	10.08	-
Financial Services	26.02	-
Consumer Cyclical	11.66	-
Technology	9.68	-
Healthcare	2.53	-
Energy	1	-
Real Estate	4.73	-
Utilities	5.53	-
Petroleum Products	-	3.26
Industrial Products	-	3.02
IT - Software	-	9.52
Retailing	-	5.02
Pharmaceuticals & Biotechnology	-	2.74
Banks	-	22.29
Automobiles	-	3.84
Cement & Cement Products	-	1.66
Ferrous Metals	-	2.29
Realty	-	2.61
Personal Products	-	2.34
Healthcare Services	-	3.26
Finance	-	5.76
Fertilizers & Agrochemicals	-	1.45
Consumer Durables	-	5.1
Agricultural Food & other Products	-	1.03
Food Products	-	1.29
Aerospace & Defense	-	1.53
Leisure Services	-	2.17
Telecom - Services	-	5.44
Financial Technology (Fintech)	-	0.72
Entertainment	-	0.35
Power	-	2.61
Insurance	-	2.92
Auto Components	-	3.33
Gas	-	1.21