VC
Vishal ChopdaFund Manager Since 30 Aug 2019
EquityELSS (Tax Savings)
UTI ELSS Tax Saver Fund - Growth Option - Direct
3Y Annualised
13.02%
-1.94% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.65%
-1.94% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 8 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹3601.51 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
152nd
UTI ELSS Tax Saver Fund - Growth Option - Direct
-8.65%
Fund Managers
About UTI ELSS Tax Saver Fund - Growth Option - Direct
UTI ELSS Tax Saver Fund - Growth Option - Direct is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. UTI ELSS Tax Saver Fund - Growth Option - Direct has ₹3601.51 Cr worth of assets under management (AUM) as of Tue Mar 17 2026. The latest Net Asset Value (NAV) of UTI ELSS Tax Saver Fund - Growth Option - Direct as of Mon Mar 16 2026 is ₹212.468. The fund has an expense ratio of 0.94%, which is medium comparable to most other Equity funds.
UTI ELSS Tax Saver Fund - Growth Option - Direct returns for the last 1 year are 4.27%. Since launch, it has delivered 12.99% average annual returns.
The UTI ELSS Tax Saver Fund - Growth Option - Direct has the majority of its money invested in Financial Services, Communication Services, Technology, Energy, Basic Materials sectors.
Top 5 Holdings of UTI ELSS Tax Saver Fund - Growth Option - Direct.
- HDFC Bank Ltd: 8.75%
- ICICI Bank Ltd: 6.51%
- Axis Bank Ltd: 4.42%
- Bharti Airtel Ltd: 4.17%
- Kotak Mahindra Bank Ltd: 4.03%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI ELSS Tax Saver Fund - Growth Option - Direct
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
