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 | 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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