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) | ₹3678 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 | 0.66% | 1.36% |
| 6 Month | 4.94% | 9.23% |
| 1 Year | 1.18% | -1.79% |
| 3 Year | 12.43% | 13.9% |
| 5 Year | 16.72% | 25.93% |
SIP Return Analysis
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.67% | 5.23% |
| 1 Year | 10.51% | 17.94% |
| 3 Year | 12.41% | 13.63% |
| 5 Year | 12.28% | 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 | 10.86% | 15.51% |
| 3 Year | 11.39% | 17.67% |
| 5 Year | 12.32% | 18.37% |
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 | 0.54% | 0.536% |
| Beta | 0.94% | 1.135% |
| Alpha | -3.01% | 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 | 5.11 | 12.54 |
| Large Cap | 72.39 | 74.24 |
| Small Cap | 8.91 | 5.38 |
| Mid Cap | 13.59 | 7.84 |
Sector Allocation
| Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 0.28 | 3.25 |
| Energy | 5.81 | 12.92 |
| Utilities | 3.53 | 17.97 |
| Industrials | 8.49 | 11.52 |
| Technology | 10.13 | 1.39 |
| Consumer Cyclical | 13.45 | 9.58 |
| Healthcare | 5.77 | 6.98 |
| Financial Services | 33.62 | 24 |
| Basic Materials | 3.26 | 4.84 |
| Real Estate | 3.06 | 3.25 |
| Consumer Defensive | 5.19 | 4.31 |
| Communication Services | 7.42 | - |
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