UTI ELSS Tax Saver Fund vs Quant ELSS Tax Saver Fund Regular Plan compare
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Quant ELSS Tax Saver Fund Regular Plan-Growth
Chart Comparison
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) | ₹3665 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 | 3.45% | 2.64% |
6 Month | 13.39% | 14.18% |
1 Year | -4.78% | -10.73% |
3 Year | 11.76% | 13.42% |
5 Year | 18.56% | 26.47% |
SIP Return Analysis
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
6 Month | 3.21% | 3.1% |
1 Year | 8.48% | 7.99% |
3 Year | 12.94% | 12.32% |
5 Year | 12.83% | 16.78% |
Rolling Lumpsum Returns
Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
1 Year | 10.99% | 15.7% |
3 Year | 11.32% | 17.87% |
5 Year | 12.26% | 18.19% |
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 | 0.48% | 0.536% |
Beta | 0.93% | 1.135% |
Alpha | -2.45% | 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 | 4.9 | 3.64 |
Large Cap | 72.02 | 80.75 |
Small Cap | 9.56 | 6.62 |
Mid Cap | 13.52 | 8.99 |
Sector Allocation
Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
---|---|---|
Others | 0.63 | 2.93 |
Energy | 4.6 | 15.46 |
Utilities | 3.62 | 16.13 |
Industrials | 8.95 | 9.96 |
Technology | 10.16 | - |
Consumer Cyclical | 13.73 | 9.82 |
Healthcare | 6.9 | 9.39 |
Financial Services | 33.32 | 22.76 |
Basic Materials | 3.33 | 5.19 |
Real Estate | 2.26 | 3.64 |
Consumer Defensive | 6.24 | 4.72 |
Communication Services | 6.26 | - |
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