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) | ₹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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