UTI ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare

UTI ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Quant ELSS Tax Saver Fund Regular Plan-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	Quant ELSS Tax Saver Fund Regular Plan-Growth
Fund	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3778 Cr	₹10279 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	30 Jul 2005	31 Mar 2000
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	23%	%
Expense Ratio	1.9	1.71
Manager	Vishal Chopda	Vasav Sahgal
ISIN Code	INF789F01547	INF966L01135
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Month	0.19%	0.2%
6 Month	2.67%	4.62%
1 Year	0.67%	3.3%
3 Year	12.94%	13.81%
5 Year	14.54%	23.42%

SIP Return Analysis

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
6 Month	2.09%	3.04%
1 Year	12.09%	17.5%
3 Year	11.89%	12.69%
5 Year	11.83%	15.57%

Rolling Lumpsum Returns

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
1 Year	10.62%	16.83%
3 Year	11.52%	17.78%
5 Year	12.46%	17.55%

Risk Management

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
Standard Deviation	12.37%	17.25%
Sharp	0.56%	0.536%
Beta	0.95%	1.135%
Alpha	-2.24%	0.439%

Fund Managers

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
Name	Vishal Chopda	Vasav Sahgal
Total AUM	₹6487 Cr	₹46505 Cr
Funds Managed	3	21
	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth

Market Cap

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
Others	5.14	12.54
Large Cap	71.92	74.24
Small Cap	9.16	5.38
Mid Cap	13.78	7.84

Sector Allocation

Scheme Name	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option	Quant ELSS Tax Saver Fund Regular Plan-Growth
Others	0.61	3.25
Energy	5.54	12.92
Utilities	3.3	17.97
Industrials	7.69	11.52
Technology	10.77	1.39
Consumer Cyclical	13.26	9.58
Basic Materials	3.91	4.84
Healthcare	5.79	6.98
Financial Services	33.83	24
Real Estate	3.12	3.25
Consumer Defensive	5.1	4.31
Communication Services	7.07	-

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