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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) | ₹4748 Cr | ₹3762 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 | -3.87% | -2.92% |
| 6 Month | -1.12% | -2.01% |
| 1 Year | 5.32% | 6.11% |
| 3 Year | 14.42% | 13.41% |
| 5 Year | 14.4% | 11.98% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.65% | -0.1% |
| 1 Year | 9.52% | 6.32% |
| 3 Year | 12% | 9.89% |
| 5 Year | 13.46% | 10.84% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.2% | 10.54% |
| 3 Year | 15.07% | 11.59% |
| 5 Year | 14.21% | 12.49% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 12.37% |
| Sharp | 0.77% | 0.65% |
| Beta | 0.97% | 0.95% |
| Alpha | -0.59% | -2.08% |
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 | 11.06 | 4.69 |
| Large Cap | 57.83 | 72.69 |
| Small Cap | 18.25 | 9.5 |
| Mid Cap | 12.85 | 13.11 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2 | 0.14 |
| Communication Services | 6.24 | 6.94 |
| Energy | 5.48 | 5.62 |
| Technology | 7.42 | 10.54 |
| Basic Materials | 6.88 | 4.07 |
| Industrials | 13.7 | 7.59 |
| Financial Services | 33.8 | 34.01 |
| Consumer Defensive | 1.15 | 5.31 |
| Healthcare | 4.59 | 6.3 |
| Consumer Cyclical | 14.2 | 13.56 |
| Real Estate | 2.15 | 2.68 |
| Utilities | 2.4 | 3.24 |
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