Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.46%
1 Month-11.55%
3 Months-13.87%
6 Months-10.93%
1 Year-5.73%
3 Years (CAGR)+10.28%
5 Years (CAGR)+8.56%
10 Years (CAGR)+11.26%
Since Inception (Apr 2006)+9.25%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.70%
3 Year SIP-0.67%
5 Year SIP+4.36%
Since Inception (Apr 2006)+10.61%
Fund Details
Fund HouseUTI Mutual Fund
CategoryELSS Tax Saver
Plan Typeregular
Optiongrowth
AUM₹3,602 Cr
Expense Ratio1.89%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100821
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.
About This Fund
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option is a ELSS Tax Saver mutual fund offered by UTI Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹3,602 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.89%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Salaried individuals and taxpayers seeking to save tax under Section 80C
- •SIP investors who can benefit from rupee cost averaging during market fluctuations