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

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tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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

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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 3.23
Large Cap 60.14 69.15
Small Cap 24.69 6.73
Mid Cap 10.05 20.88

Sector Allocation

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

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