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UTI ELSS Tax Saver Fund

UTI·
ELSS
1Y
-4.26%
3Y
+8.04%
5Y
+6.87%
Since Inception
+10.98%
Sharpe
0.37
Sortino
0.55
Max Drawdown
-21.28%
Volatility
13.94%
Alpha
-1.77%
Beta
0.95
Info Ratio
-0.63
Up / Down Capture
91 / 98
NAV (last ~1 year)
Fund details
AMCUTI
Fund manager-
Data from2021-04-13
AUM₹3.6K Cr (January - March 2026)
Expense ratio (Direct)0.98%
Minimum lumpsumRs 500
Minimum SIPRs 500
Risk rating-
Investment objective
Not available.
Peer rankwithin ELSS
1Y
#48 of 58
Top 83%
3Y CAGR
#51 of 57
Top 89%
5Y CAGR
#43 of 45
Top 96%
Sharpe
#51 of 58
Top 88%