UTI ELSS Tax Saver Fund - Regular Plan - Growth Option

Fund House: UTI Mutual Fund
Category: Equity: ELSS
Launch Date: 01-08-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.9% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,592.53 Cr As on 31-03-2025(Source:AMFI)
Turn over: 26% | Exit Load: Nil after 3 years from the date of investment

194.5295

11.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
2 Years 2 Months
8 Years 9 Months
15 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open-ended equity fund investing a minimum of 80% in equity related instruments. It Aims at enabling members to avail tax rebate under Section 80C of the IT Act and provide them with the benefits of growth.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.47
Sharpe Ratio 0.28
Alpha -2.54
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option 01-08-2005 9.18 19.4 10.77 21.17 11.33
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 16.04 27.85 17.66 26.9 15.19
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 15.84 22.41 14.18 20.48 10.97
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 15.02 28.0 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 14.93 28.74 21.07 27.69 12.61
HSBC Tax Saver Equity Fund - Growth 05-01-2007 14.65 26.49 15.71 23.88 12.52
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 13.69 22.42 16.73 26.9 -
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 11.63 22.94 14.13 23.58 12.41
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 11.31 25.48 16.04 23.52 12.55
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 10.29 26.08 17.09 26.55 12.58

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.73%

Others

3.23%

Large Cap

69.15%

Mid Cap

20.88%

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