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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) | ₹446 Cr | ₹3778 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 | 3.12% | 1.98% |
| 6 Month | 7.76% | 4.21% |
| 1 Year | 7.74% | 5.8% |
| 3 Year | 19.98% | 12.93% |
| 5 Year | 18.59% | 16% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.27% | 1.55% |
| 1 Year | 15.7% | 10% |
| 3 Year | 17.43% | 12.08% |
| 5 Year | 16.86% | 12.03% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.25% | 10.67% |
| 3 Year | 18.65% | 11.49% |
| 5 Year | 19.4% | 12.43% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.29% | 12.37% |
| Sharp | 0.89% | 0.56% |
| Beta | 1.08% | 0.94% |
| Alpha | 3.36% | -2.88% |
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 | 10.26 | 5.11 |
| Small Cap | 47.4 | 8.91 |
| Large Cap | 35.74 | 72.39 |
| Mid Cap | 6.59 | 13.59 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.35 | 0.28 |
| Communication Services | 1.76 | 7.42 |
| Consumer Defensive | 2.69 | 5.19 |
| Industrials | 22.98 | 8.49 |
| Financial Services | 33.06 | 33.62 |
| Consumer Cyclical | 7.7 | 13.45 |
| Healthcare | 2.64 | 5.77 |
| Technology | 6.11 | 10.13 |
| Basic Materials | 10.87 | 3.26 |
| Utilities | 6.26 | 3.53 |
| Real Estate | 3.58 | 3.06 |
| Energy | - | 5.81 |
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