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) | ₹15339 Cr | ₹3732 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 | -0.81% | -2.76% |
6 Month | 13.77% | 7.35% |
1 Year | 2.11% | -1.48% |
3 Year | 17.3% | 11.98% |
5 Year | 23.32% | 18.07% |
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 | 4.23% | 1.48% |
1 Year | 7.12% | 0.35% |
3 Year | 16.37% | 11.37% |
5 Year | 17.51% | 12.22% |
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 | 13.43% | 13.05% |
Sharp | 0.86% | 0.56% |
Beta | 0.99% | 0.94% |
Alpha | 2.35% | -1.50% |
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 | 3.86 | 4.9 |
Large Cap | 64.75 | 72.02 |
Mid Cap | 14.38 | 13.52 |
Small Cap | 17.01 | 9.56 |
Sector Allocation
Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.73 | 0.63 |
Communication Services | 3.7 | 6.26 |
Energy | 4.4 | 4.6 |
Industrials | 11.38 | 8.95 |
Technology | 5.28 | 10.16 |
Consumer Cyclical | 11.26 | 13.73 |
Financial Services | 38.38 | 33.32 |
Healthcare | 4.43 | 6.9 |
Basic Materials | 4.24 | 3.33 |
Utilities | 6.78 | 3.62 |
Consumer Defensive | 9.42 | 6.24 |
Real Estate | - | 2.26 |
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