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) | ₹3665 Cr | ₹5524 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 | 2.81% | 1.94% |
6 Month | 13.78% | 12.8% |
1 Year | -4.83% | 4.17% |
3 Year | 11.91% | 17.29% |
5 Year | 18.05% | 21.3% |
SIP Return Analysis
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.21% | 3.91% |
1 Year | 8.48% | 12.64% |
3 Year | 12.94% | 17.51% |
5 Year | 12.83% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 10.99% | 22.57% |
3 Year | 11.32% | 22.15% |
5 Year | 12.26% | 24.48% |
Risk Management
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.37% | 9.79% |
Sharp | 0.48% | 1.07% |
Beta | 0.93% | 0.68% |
Alpha | -2.45% | 5.51% |
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 | 4.9 | 15.23 |
Large Cap | 72.02 | 71.06 |
Small Cap | 9.56 | 12.44 |
Mid Cap | 13.52 | 1.27 |
Sector Allocation
Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 0.63 | 15.23 |
Energy | 4.6 | 5.58 |
Utilities | 3.62 | 5.97 |
Industrials | 8.95 | 1 |
Technology | 10.16 | 11.22 |
Consumer Cyclical | 13.73 | 15.94 |
Healthcare | 6.9 | 4.36 |
Financial Services | 33.32 | 29.49 |
Basic Materials | 3.33 | 0.59 |
Real Estate | 2.26 | - |
Consumer Defensive | 6.24 | 7 |
Communication Services | 6.26 | 3.62 |
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