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) | ₹15519 Cr | ₹3785 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 | -1.43% | -0.55% |
| 6 Month | 0.72% | -0.35% |
| 1 Year | 5.49% | 3.79% |
| 3 Year | 17.35% | 14.05% |
| 5 Year | 19.04% | 14.03% |
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 | 1.17% | 2.04% |
| 1 Year | 10.78% | 9.98% |
| 3 Year | 13.87% | 11.34% |
| 5 Year | 15.47% | 11.74% |
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 | 10.13% | 10.58% |
| 3 Year | 12.82% | 11.54% |
| 5 Year | 14.28% | 12.47% |
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 | 0.8% | 0.56% |
| Beta | 0.99% | 0.95% |
| Alpha | 0.74% | -2.24% |
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 | 4.12 | 5.14 |
| Large Cap | 64.53 | 71.92 |
| Mid Cap | 14.17 | 13.78 |
| Small Cap | 17.18 | 9.16 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.83 | 0.61 |
| Communication Services | 3.85 | 7.07 |
| Energy | 5.33 | 5.54 |
| Industrials | 9.89 | 7.69 |
| Technology | 4.99 | 10.77 |
| Financial Services | 36.78 | 33.83 |
| Consumer Cyclical | 11.56 | 13.26 |
| Healthcare | 6.45 | 5.79 |
| Basic Materials | 3.48 | 3.91 |
| Utilities | 6.38 | 3.3 |
| Consumer Defensive | 10.46 | 5.1 |
| Real Estate | - | 3.12 |
Top Comparisons
SBI Small Cap Fund Regular Growth
3Y Returns14.31%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns25.24%
ITI Overnight Fund Regular - Growth
3Y Returns6.08%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.3%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns15.3%
DSP Focused Fund - Regular Plan - Growth
3Y Returns19.73%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns34.23%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%