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

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tortoise-icon ITI ELSS Tax Saver Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 4.4 3.23
Large Cap 41.83 69.15
Small Cap 44.62 6.73
Mid Cap 9.14 20.88

Sector Allocation

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

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