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) | ₹14934 Cr | ₹3665 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 | 2.18% | 3.92% |
6 Month | 17.02% | 14.25% |
1 Year | -1.88% | -3.87% |
3 Year | 17.82% | 13.19% |
5 Year | 23.13% | 18.25% |
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 | 3.2% | 3.21% |
1 Year | 11.03% | 8.48% |
3 Year | 16.35% | 12.94% |
5 Year | 17.19% | 12.83% |
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 | 10.74% | 10.99% |
3 Year | 12.38% | 11.32% |
5 Year | 13.91% | 12.26% |
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 | 0.79% | 0.48% |
Beta | 0.99% | 0.93% |
Alpha | 1.45% | -2.45% |
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 | 4.18 | 6.22 |
Large Cap | 63.79 | 71.67 |
Mid Cap | 14.94 | 13.1 |
Small Cap | 17.09 | 9 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.04 | 1.02 |
Communication Services | 3.72 | 7.21 |
Energy | 4.45 | 4.54 |
Industrials | 10.94 | 8.19 |
Technology | 5.71 | 10.21 |
Financial Services | 37.26 | 32.36 |
Consumer Cyclical | 11 | 14.57 |
Healthcare | 5.21 | 6.66 |
Basic Materials | 4.26 | 3.21 |
Utilities | 6.65 | 3.58 |
Consumer Defensive | 9.76 | 6.13 |
Real Estate | - | 2.31 |
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