Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
UTI Long Term Advantage Fund Series III - Direct Plan - Growth Option
3Y ago₹1.68 L
5Y ago₹2.03 L
elssDirect
SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option
3Y ago₹1.83 L
5Y ago₹3.35 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Long Term Advantage Fund Se… | SBI Tax Advantage Fund - Series… |
|---|---|---|
| Fund house | UTI Mutual Fund | SBI Mutual Fund |
| Category | ELSS | ELSS |
| Plan | Direct | Direct |
| Latest NAV | ₹23.2926 | ₹79.834 |
| Assets managed (AUM) | — | — |
| 1M return | 6.09% | -0.08% |
| 6M return | 24.27% | 7.17% |
| 1Y return | 76.80% | 32.02% |
| 3Y CAGR | 18.79% | 22.27% |
| 5Y CAGR | 15.21% | 27.37% |
| Since inception CAGR | 16.62% | 19.95% |
| Bumpiness · 3Y (annualised σ) | 23.31 | 12.17 |
| Worst drop ever | -47.43% | -31.37% |
| Sharpe · 3Y (rf=6%) | 0.50 | 1.19 |