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UTI ELSS Tax Saver Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.91 | 12.94 | 1.20 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 14.98 | 1.37 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 3 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 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
EquityEquity Linked Savings Scheme (ELSS)
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI ELSS Tax Saver Fund(IDCW) | 19.34% | 11.44% | 9.96% |
| Axis ELSS Tax Saver Fund(IDCW) | 11.50% | 3.15% | 13.38% |
| SBI Long Term Equity Fund(IDCW) | 33.85% | 18.38% | 9.76% |
| Mirae Asset ELSS Tax Saver Fund(IDCW) | 22.91% | 7.62% | 13.52% |
Price Comparison
Compare UTI ELSS Tax Saver Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.17 %
Holdings
8.19 %
1.17 % - ICICI Bank Ltd3M change : 0.89 %
Holdings
8.06 %
0.89 % - Infosys Ltd3M change : -0.10 %
Holdings
5.71 %
-0.10 %
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
₹ 2,18,131.89 Cr.
Fund Manager Profile
Vishal Chopda
AUM: ₹7,269.69 Cr.
|
Exp: —
Qualification
Data not available
Past Experience
Data not available
Funds Managed (8)
UTI India Consumer Fund(IDCW)
UTI India Consumer Fund-Reg(IDCW)
UTI ELSS Tax Saver Fund-Reg(IDCW)
UTI Focused Fund(IDCW)
UTI Focused Fund-Reg(IDCW)
UTI India Consumer Fund(IDCW)
UTI India Consumer Fund-Reg(IDCW)
UTI ELSS Tax Saver Fund(IDCW)
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Tax benefit of UTI Long Term Equity Fund (Tax Saving)
1 year ago•UTI Mutual Fund
Fund positioning of UTI Long Term Equity Fund (Tax Saving) explained by Vishal Chopda, FM
1 year ago•UTI Mutual Fund
UTI Fund Insights | UTI Long Term Equity Fund (Tax Saving) with Fund Manager, Vishal Chopda
1 year ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - June 2022 - UTI Long Term Equity Fund (Tax Saving) | Hindi
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - May 2022 - UTI Long Term Equity Fund (Tax Saving)
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – September 2021 – UTI Long Term Equity Fund (Tax Saving)
3 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – April 2021 – UTI Long Term Equity Fund (Tax Saving)
3 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - UTI Long Term Equity Fund (Tax Saving) - November 2020
4 years ago•UTI Mutual Fund
UTI Long Term Equity Fund (Tax Saving) | UTI Connect | Portfolio Snapshot - July 2020
4 years ago•UTI Mutual Fund
UTI Long Term Equity Fund (Tax Saving) - UTI Connect | Monthly Portfolio Snapshot - February 2020
4 years ago•UTI Mutual Fund
Invested period > 3 year
Gains are treated as long-term capital gains and taxed at 10%