UTI ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare

UTI ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Fund	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3678 Cr	₹5639 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	30 Jul 2005	24 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	23%	%
Expense Ratio	1.9	1.73
Manager	Vishal Chopda	Rajeev Thakkar
ISIN Code	INF789F01547	INF879O01092
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	4.15%	2.15%
6 Month	6.88%	5.67%
1 Year	2.59%	6.66%
3 Year	13.49%	17%
5 Year	18.27%	21.27%

SIP Return Analysis

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	2.23%	2.04%
1 Year	11.4%	11.52%
3 Year	13.23%	16.59%
5 Year	12.91%	17.58%

Rolling Lumpsum Returns

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	10.86%	21.83%
3 Year	11.39%	22.06%
5 Year	12.32%	24%

Risk Management

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.37%	9.75%
Sharp	0.54%	1.10%
Beta	0.94%	0.69%
Alpha	-3.01%	4.55%

Fund Managers

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Name	Vishal Chopda	Rajeev Thakkar
Total AUM	₹6487 Cr	₹0 Cr
Funds Managed	3	5
	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth

Market Cap

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Others	7.09	15.3
Large Cap	72.25	70.57
Small Cap	8.55	13.13
Mid Cap	12.1	1.01

Sector Allocation

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.71	14.38
Energy	5.58	5.68
Utilities	3.5	6.05
Industrials	7.77	1.02
Technology	9.7	10.5
Consumer Cyclical	13.77	9.55
Healthcare	6.34	4.14
Financial Services	32.83	36.55
Basic Materials	3.12	0.49
Real Estate	2.62	-
Consumer Defensive	5.83	8.16
Communication Services	7.22	3.49

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