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

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

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Tata ELSS Fund - Regular Plan - Growth Option

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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 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)	₹4795 Cr	₹3785 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	0.33%	0.19%
6 Month	4.44%	2.67%
1 Year	1.24%	0.67%
3 Year	14.64%	12.94%
5 Year	17.13%	14.54%

SIP Return Analysis

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.15%	2.09%
1 Year	15.4%	12.09%
3 Year	14.17%	11.89%
5 Year	14.59%	11.83%

Rolling Lumpsum Returns

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.35%	10.62%
3 Year	15.06%	11.52%
5 Year	14.1%	12.46%

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	0.7%	0.56%
Beta	0.97%	0.95%
Alpha	-0.5%	-2.24%

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	8.81	5.14
Large Cap	60.41	71.92
Small Cap	20.81	9.16
Mid Cap	9.97	13.78

Sector Allocation

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	3.65	0.61
Communication Services	4.41	7.07
Energy	5.45	5.54
Technology	6.25	10.77
Basic Materials	7.32	3.91
Industrials	15.33	7.69
Financial Services	34.31	33.83
Consumer Defensive	1.85	5.1
Healthcare	3.39	5.79
Consumer Cyclical	13.04	13.26
Real Estate	2.54	3.12
Utilities	2.47	3.3

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