UTI ELSS Tax Saver Fund

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Growth

EquityEquity Linked Savings Scheme (ELSS)

Mid-size FundAssets Under Mgmt: ₹ 3,871 Cr

Very High RiskPrinciple investment will be at very high risk

224.800.05% (-0.12)

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EquityEquity Linked Savings Scheme (ELSS)

Mid-size FundAssets Under Mgmt: ₹ 3,871 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.91	12.92	1.02

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.43	15.07	1.14

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
UTI ELSS Tax Saver Fund	17.87%	13.02%	14.92%
Axis ELSS Tax Saver Fund	20.44%	9.78%	17.66%
SBI Long Term Equity Fund	32.01%	25.91%	17.34%
Mirae Asset ELSS Tax Saver Fund	21.43%	16.52%	20.32%

Price Comparison

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UTI ELSS Tax Saver Fund

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AMC Profile

UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.

No.of Schemes
66
Total AUM
₹ 2,18,166.29 Cr.

Fund Manager Profile

Vishal Chopda

AUM: ₹7,273.62 Cr.

Exp: —

Qualification

Data not available

Past Experience

Data not available

Tax Implications

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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UTI ELSS Tax Saver Fund