UTI ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Tata ELSS Tax Saver Fund-Growth-Regular Plan

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UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	3.64%	3.35%
6 Month	2.18%	3.2%
1 Year	11.24%	8.99%
3 Year	18.85%	16.44%
5 Year	24.7%	22.9%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	4.69%	5.7%
1 Year	3.02%	3.62%
3 Year	16.54%	15.19%
5 Year	17.06%	15.02%

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%

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%	0.49%
Beta	0.972%	0.94%
Alpha	0.237%	-2.03%

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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

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	5.12	3.23
Large Cap	60.14	69.15
Small Cap	24.69	6.73
Mid Cap	10.05	20.88

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	4.54	3.23
Communication Services	3.74	-
Energy	5.19	-
Technology	7.95	-
Basic Materials	7.21	-
Consumer Cyclical	16.2	-
Industrials	13.81	-
Financial Services	31.02	-
Healthcare	3.54	-
Real Estate	2.78	-
Utilities	2.54	-
Consumer Defensive	1.49	-
Petroleum Products	-	3.26
Industrial Products	-	3.02
IT - Software	-	9.52
Retailing	-	5.02
Pharmaceuticals & Biotechnology	-	2.74
Banks	-	22.29
Automobiles	-	3.84
Cement & Cement Products	-	1.66
Ferrous Metals	-	2.29
Realty	-	2.61
Personal Products	-	2.34
Healthcare Services	-	3.26
Finance	-	5.76
Fertilizers & Agrochemicals	-	1.45
Consumer Durables	-	5.1
Agricultural Food & other Products	-	1.03
Food Products	-	1.29
Aerospace & Defense	-	1.53
Leisure Services	-	2.17
Telecom - Services	-	5.44
Financial Technology (Fintech)	-	0.72
Entertainment	-	0.35
Power	-	2.61
Insurance	-	2.92
Auto Components	-	3.33
Gas	-	1.21