UTI ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
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) | ₹3882 Cr | ₹5557 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 | -0.02% | -0.72% |
6 Month | 4.85% | 7.07% |
1 Year | 0.41% | 8.08% |
3 Year | 16.13% | 21.14% |
5 Year | 20% | 24.5% |
SIP Return Analysis
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 7.12% | 6.1% |
1 Year | 6.94% | 11.43% |
3 Year | 14.37% | 18.73% |
5 Year | 14.25% | 19.2% |
Rolling Lumpsum Returns
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.19% | 23.61% |
3 Year | 11.24% | 22.24% |
5 Year | 12.2% | 24.07% |
Risk Management
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.37% | 9.78% |
Sharp | 0.92% | 1.50% |
Beta | 0.94% | 0.64% |
Alpha | -2.11% | 5.93% |
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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 | 7.46 | 17.67 |
Large Cap | 69.68 | 70.79 |
Small Cap | 8.13 | 9.85 |
Mid Cap | 14.73 | 1.7 |
Sector Allocation
Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 3.13 | 17.67 |
Energy | 4.75 | 6.05 |
Utilities | 3.09 | 5.96 |
Industrials | 9.22 | 0.92 |
Technology | 9.9 | 12.58 |
Consumer Cyclical | 13.9 | 14.94 |
Healthcare | 6.45 | 4.36 |
Financial Services | 32.08 | 30.26 |
Basic Materials | 3.2 | 0.48 |
Real Estate | 2.38 | - |
Consumer Defensive | 6.75 | 5.24 |
Communication Services | 5.17 | 1.55 |
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