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) | ₹3785 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 | 0.83% | 0.29% |
| 6 Month | 2.41% | 5.86% |
| 1 Year | 4.4% | 7.56% |
| 3 Year | 14.83% | 17.13% |
| 5 Year | 14.38% | 22.92% |
SIP Return Analysis
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.45% | 1.2% |
| 1 Year | 8.09% | 12.7% |
| 3 Year | 11.32% | 12.15% |
| 5 Year | 11.74% | 15.47% |
Rolling Lumpsum Returns
| Scheme Name | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option | Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.58% | 16.79% |
| 3 Year | 11.54% | 17.74% |
| 5 Year | 12.47% | 17.57% |
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 | 10.7 |
| Large Cap | 71.92 | 77.4 |
| Small Cap | 9.16 | 4.91 |
| Mid Cap | 13.78 | 6.99 |
Sector Allocation
| Scheme Name |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Quant ELSS Tax Saver Fund Regular Plan-Growth |
|---|---|---|
| Others | 0.61 | 1.98 |
| Energy | 5.54 | 11.89 |
| Utilities | 3.3 | 16.8 |
| Industrials | 7.69 | 11.63 |
| Technology | 10.77 | 4.24 |
| Consumer Cyclical | 13.26 | 10.2 |
| Basic Materials | 3.91 | 4.52 |
| Healthcare | 5.79 | 6.02 |
| Financial Services | 33.83 | 24.08 |
| Real Estate | 3.12 | 3.05 |
| Consumer Defensive | 5.1 | 5.59 |
| Communication Services | 7.07 | - |
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