UTI ELSS Tax Saver Fund - Regular Plan - Growth

• Alpha 1.89%
• Beta 0.95
• Sharpe Ratio0.85
• Std Deviation 13.71%
• Tracking Error 4.00%

The primary objective of the scheme is to invest predominantly in equity and equity related securities of companies across the market capitalization spectrum. securities shall also include fully/partly convertible debentures/bonds.

The UTI ELSS Tax Saver Fund - Regular Plan - Growth has an AUM of 3776.64 crores & has delivered CAGR of 19.66% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.88%. The minimum investment in UTI ELSS Tax Saver Fund - Regular Plan - Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Infosys & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Communications Services.

Some of the similar funds are Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth, HSBC ELSS Tax saver Fund Growth, Invesco India ELSS Tax Saver Fund Growth, Sundaram Diversified Equity Fund Growth, UTI ELSS Tax Saver Fund - Regular Plan - Growth. UTI ELSS Tax Saver Fund - Regular Plan - Growth has a sharpe ratio of 0.85 & a standard deviation of 13.71%.