UTI ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹14449 Cr | ₹3643 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 21 Sep 2005 | 30 Jul 2005 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 23% | 23% |
Expense Ratio | 1.71 | 1.9 |
Manager | Ashutosh Bhargava | Vishal Chopda |
ISIN Code | INF204K01GK4 | INF789F01547 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.05% | 3.09% |
6 Month | -3.59% | -4.01% |
1 Year | 5.71% | 6.78% |
3 Year | 17.12% | 12.69% |
5 Year | 24.47% | 20.67% |
SIP Return Analysis
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.1% | 0.85% |
1 Year | -1.9% | -5.1% |
3 Year | 17.69% | 12.89% |
5 Year | 19.29% | 14.04% |
Rolling Lumpsum Returns
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.69% | 11.44% |
3 Year | 12% | 11.24% |
5 Year | 13.09% | 12.09% |
Risk Management
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.81% | 12.37% |
Sharp | 0.54% | 0.28% |
Beta | 1% | 0.94% |
Alpha | 1.1% | -2.54% |
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Fund Managers
Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ashutosh Bhargava | Vishal Chopda |
Total AUM | ₹121448 Cr | ₹6487 Cr |
Funds Managed | 12 | 3 |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.99 | 2.72 |
Large Cap | 66.7 | 70.82 |
Mid Cap | 14.45 | 19.84 |
Small Cap | 15.86 | 6.63 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.23 | 2.72 |
Communication Services | 4.12 | 6.36 |
Energy | 4.67 | 3.08 |
Industrials | 11.23 | 7.14 |
Technology | 6.66 | 10.44 |
Financial Services | 38.25 | 32.26 |
Healthcare | 4.05 | 5.88 |
Consumer Cyclical | 12.32 | 13.94 |
Basic Materials | 4.18 | 5.22 |
Utilities | 6.18 | 3.56 |
Consumer Defensive | 8.11 | 6.89 |
Real Estate | - | 2.52 |
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