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) | ₹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 | 0.98% | -0.36% |
| 6 Month | 7.64% | 6.13% |
| 1 Year | 2.69% | 3.98% |
| 3 Year | 12.83% | 15.98% |
| 5 Year | 16.09% | 20.16% |
SIP Return Analysis
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.14% | -0.38% |
| 1 Year | 8.75% | 6.59% |
| 3 Year | 11.52% | 14.09% |
| 5 Year | 11.71% | 15.9% |
Rolling Lumpsum Returns
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.67% | 20.96% |
| 3 Year | 11.49% | 21.93% |
| 5 Year | 12.43% | 23.65% |
Risk Management
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.37% | 9.37% |
| Sharp | 0.56% | 0.98% |
| Beta | 0.94% | 0.66% |
| Alpha | -2.88% | 3.02% |
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 | 5.11 | 15.3 |
| Large Cap | 72.39 | 70.57 |
| Small Cap | 8.91 | 13.13 |
| Mid Cap | 13.59 | 1.01 |
Sector Allocation
| Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 0.28 | 14.38 |
| Energy | 5.81 | 5.68 |
| Utilities | 3.53 | 6.05 |
| Industrials | 8.49 | 1.02 |
| Technology | 10.13 | 10.5 |
| Consumer Cyclical | 13.45 | 9.55 |
| Healthcare | 5.77 | 4.14 |
| Financial Services | 33.62 | 36.55 |
| Basic Materials | 3.26 | 0.49 |
| Real Estate | 3.06 | - |
| Consumer Defensive | 5.19 | 8.16 |
| Communication Services | 7.42 | 3.49 |
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