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	5.83%	2.1%
6 Month	-2.8%	-2.78%
1 Year	1.52%	3.17%
3 Year	25.15%	17.95%
5 Year	22.57%	20.91%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	11.63%	6.8%
1 Year	8.72%	3.93%
3 Year	21.56%	14.14%
5 Year	18.99%	14.29%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	18.91%	11.19%
3 Year	18.3%	11.24%
5 Year	18.29%	12.2%

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%	0.67%
Beta	0.917%	0.94%
Alpha	3.597%	-2.15%

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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	3.67
Large Cap	41.83	70.46
Small Cap	44.62	6.24
Mid Cap	9.14	19.63

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.66	3.67
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	-	4.8
Industrial Products	-	2.98
IT - Software	-	9.23
Retailing	-	4.51
Pharmaceuticals & Biotechnology	-	2.8
Banks	-	21.77
Automobiles	-	4.06
Cement & Cement Products	-	1.97
Ferrous Metals	-	2.1
Realty	-	2.48
Personal Products	-	2.36
Finance	-	5.74
Fertilizers & Agrochemicals	-	1.21
Consumer Durables	-	5.08
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Leisure Services	-	2.32
Telecom - Services	-	4.73
Healthcare Services	-	2.83
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Power	-	2.48
Insurance	-	2.98
Auto Components	-	3.33
Gas	-	1.3