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UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4398 Cr | ₹3643 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 Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.73% | 3.09% |
| 6 Month | -5.8% | -4.01% |
| 1 Year | 6.72% | 6.78% |
| 3 Year | 15.07% | 12.69% |
| 5 Year | 21.67% | 20.67% |
SIP Return Analysis
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | 0.85% |
| 1 Year | -5.11% | -5.1% |
| 3 Year | 14.43% | 12.89% |
| 5 Year | 16.22% | 14.04% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.97% | 11.44% |
| 3 Year | 14.85% | 11.24% |
| 5 Year | 13.39% | 12.09% |
Risk Management
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.429% | 12.37% |
| Sharp | 0.451% | 0.28% |
| Beta | 0.972% | 0.94% |
| Alpha | 0.237% | -2.54% |
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Fund Managers
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | 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 Tax Saver Fund-Growth-Regular Plan | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.12 | 2.72 |
| Large Cap | 60.14 | 70.82 |
| Small Cap | 24.69 | 6.63 |
| Mid Cap | 10.05 | 19.84 |
Sector Allocation
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.54 | 2.72 |
| Communication Services | 3.74 | 6.36 |
| Energy | 5.19 | 3.08 |
| Technology | 7.95 | 10.44 |
| Basic Materials | 7.21 | 5.22 |
| Consumer Cyclical | 16.2 | 13.94 |
| Industrials | 13.81 | 7.14 |
| Financial Services | 31.02 | 32.26 |
| Healthcare | 3.54 | 5.88 |
| Real Estate | 2.78 | 2.52 |
| Utilities | 2.54 | 3.56 |
| Consumer Defensive | 1.49 | 6.89 |
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