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	2.32%	2.1%
6 Month	-4%	-2.78%
1 Year	5.72%	3.17%
3 Year	20.04%	17.95%
5 Year	22.59%	20.91%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	6.87%	6.8%
1 Year	4.39%	3.93%
3 Year	15.88%	14.14%
5 Year	16.57%	14.29%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	13.57%	11.19%
3 Year	14.8%	11.24%
5 Year	13.66%	12.2%

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%	0.67%
Beta	0.972%	0.94%
Alpha	0.237%	-2.15%

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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	3.67
Large Cap	60.14	70.46
Small Cap	24.69	6.24
Mid Cap	10.05	19.63

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	4.54	3.67
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	-	4.8
Industrial Products	-	2.98
IT - Software	-	9.23
Retailing	-	4.51
Pharmaceuticals & Biotechnology	-	2.8
Banks	-	21.77
Automobiles	-	4.06
Cement & Cement Products	-	1.97
Ferrous Metals	-	2.1
Realty	-	2.48
Personal Products	-	2.36
Finance	-	5.74
Fertilizers & Agrochemicals	-	1.21
Consumer Durables	-	5.08
Agricultural Food & other Products	-	1.11
Food Products	-	1.43
Aerospace & Defense	-	1.56
Leisure Services	-	2.32
Telecom - Services	-	4.73
Healthcare Services	-	2.83
Financial Technology (Fintech)	-	0.66
Entertainment	-	0.51
Power	-	2.48
Insurance	-	2.98
Auto Components	-	3.33
Gas	-	1.3