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) | ₹15060 Cr | ₹3678 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 | 1.69 | 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 | 2.16% | 1.5% |
| 6 Month | 6.34% | 4.44% |
| 1 Year | 6.19% | 4.35% |
| 3 Year | 17.45% | 13% |
| 5 Year | 21.5% | 16.2% |
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 | 2.19% | 1.14% |
| 1 Year | 13.36% | 8.75% |
| 3 Year | 15.23% | 11.52% |
| 5 Year | 16.21% | 11.71% |
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 | 10.33% | 10.67% |
| 3 Year | 12.72% | 11.49% |
| 5 Year | 14.21% | 12.43% |
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 | 0.87% | 0.56% |
| Beta | 0.99% | 0.94% |
| Alpha | 1.03% | -2.88% |
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 | 3.75 | 5.11 |
| Large Cap | 64.06 | 72.39 |
| Mid Cap | 14.93 | 13.59 |
| Small Cap | 17.25 | 8.91 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.62 | 0.28 |
| Communication Services | 3.76 | 7.42 |
| Energy | 4.49 | 5.81 |
| Industrials | 10.26 | 8.49 |
| Technology | 4.74 | 10.13 |
| Financial Services | 37.67 | 33.62 |
| Consumer Cyclical | 11.26 | 13.45 |
| Healthcare | 5.66 | 5.77 |
| Basic Materials | 4.15 | 3.26 |
| Utilities | 6.97 | 3.53 |
| Consumer Defensive | 10.41 | 5.19 |
| Real Estate | - | 3.06 |
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