UTI ELSS Tax Saver Fund - Direct Plan - IDCW

UTI · ELSS

High

₹53.43

Current NAV

25 Jun 2026

28.1%

1Y Return

19.1%

3Y CAGR

18.1%

5Y CAGR

Watchlist

Strong historical returns, outperforming category average in 3-year CAGR.
Highly cost-efficient with a low expense ratio of 0.21%.
Excellent risk-adjusted performance (Sharpe Ratio: 1.51).
Very large asset base (AUM: ₹12,560 Cr) indicating high investor trust and liquidity.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

1.51

Sharpe Ratio

0.81

Beta

-0.99

Alpha

1.83

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