UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Vishal Chopda. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.86% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹3484 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 25.06% |
Size breakup
UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.8% | 3.8% |
6 Month Returns | 16.12% | 16.12% |
1 Year Returns | 34.53% | 34.53% |
3 Years Returns | 61.18% | 17.25% |
5 Years Returns | 118.57% | 16.93% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl | -2.68 | -2.11 | -0.36 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl | 0.9 | 0.9 | 0.94 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl | 2.17 | 0.78 | 0.63 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI ELSS Tax Saver Fund Direct Payout Inc Dist cum Cap Wdrl | 10.45 | 12.62 | 18.42 |