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) | ₹15513 Cr | ₹3778 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 | 0.62% | 0.32% |
| 6 Month | 4.42% | 3.04% |
| 1 Year | 5.32% | 3.54% |
| 3 Year | 17.07% | 13.19% |
| 5 Year | 20.92% | 15.57% |
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 | 1.61% | 0.83% |
| 1 Year | 12.33% | 8.94% |
| 3 Year | 15.5% | 12.02% |
| 5 Year | 16.52% | 12.18% |
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 | 10.21% | 10.63% |
| 3 Year | 12.77% | 11.51% |
| 5 Year | 14.25% | 12.45% |
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 | 3.46 | 5.11 |
| Large Cap | 64.66 | 72.39 |
| Mid Cap | 14.7 | 13.59 |
| Small Cap | 17.17 | 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 | 0.23 | 0.28 |
| Communication Services | 3.79 | 7.42 |
| Energy | 5.2 | 5.81 |
| Industrials | 10.11 | 8.49 |
| Technology | 4.79 | 10.13 |
| Financial Services | 37.01 | 33.62 |
| Consumer Cyclical | 11.61 | 13.45 |
| Healthcare | 6.02 | 5.77 |
| Basic Materials | 4.06 | 3.26 |
| Utilities | 6.65 | 3.53 |
| Consumer Defensive | 10.54 | 5.19 |
| Real Estate | - | 3.06 |
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