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UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4472 Cr | ₹3665 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 30 Jul 2005 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 23% |
| Expense Ratio | 1.82 | 1.9 |
| Manager | Sailesh Jain | Vishal Chopda |
| ISIN Code | INF277K01I52 | INF789F01547 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.2% | 3.45% |
| 6 Month | 13.02% | 13.39% |
| 1 Year | -2.88% | -4.78% |
| 3 Year | 14.23% | 11.76% |
| 5 Year | 19.76% | 18.56% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.82% | 3.21% |
| 1 Year | 7.24% | 8.48% |
| 3 Year | 13.99% | 12.94% |
| 5 Year | 14.86% | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.05% | 10.99% |
| 3 Year | 14.97% | 11.32% |
| 5 Year | 13.83% | 12.26% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.41% | 12.97% |
| Sharp | 0.56% | 0.40% |
| Beta | 0.97% | 0.94% |
| Alpha | 0.41% | -1.57% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Vishal Chopda |
| Total AUM | ₹17041 Cr | ₹6487 Cr |
| Funds Managed | 7 | 3 |
| Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.42 | 4.9 |
| Large Cap | 59.84 | 72.02 |
| Small Cap | 21.73 | 9.56 |
| Mid Cap | 10.01 | 13.52 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.55 | 0.63 |
| Communication Services | 4.22 | 6.26 |
| Energy | 5.27 | 4.6 |
| Technology | 6.27 | 10.16 |
| Basic Materials | 7.14 | 3.33 |
| Industrials | 14.5 | 8.95 |
| Financial Services | 34.15 | 33.32 |
| Consumer Defensive | 1.76 | 6.24 |
| Healthcare | 3.38 | 6.9 |
| Consumer Cyclical | 13.87 | 13.73 |
| Real Estate | 2.4 | 2.26 |
| Utilities | 2.51 | 3.62 |
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