All comparisons
Head-to-head
UTI Long Term Advantage Fund Series IV - Direct Plan - Growth OptionvsSBI Tax Advantage Fund - Series III - Direct Plan - Growth Option
Side-by-side comparison of UTI Long Term Advantage Fund Series IV - Direct Plan - Growth Option and SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elss
UTI Long Term Advantage Fund Series IV - Direct Plan - Growth Option
3Y ago₹1.59 L
5Y ago—
elss
SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option
3Y ago₹1.83 L
5Y ago₹3.35 L
Normalised price over time
Both funds start 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 |
| Latest NAV | ₹16.4953 | ₹79.834 |
| Assets managed (AUM) | — | — |
| 1Y return | 78.49% | 32.02% |
| 3Y CAGR | 16.61% | 22.27% |
| 5Y CAGR | — | 27.37% |
| Since inception CAGR | 11.30% | 19.95% |
| Bumpiness · 3Y (annualised σ) | 23.70 | 12.17 |
| Worst drop ever | -49.67% | -31.37% |
| Sharpe · 3Y (rf=6%) | 0.41 | 1.19 |
Explore each fund individually
UTI Long Term Advantage Fund Series IV - Direct Plan - Growth Option →SBI Tax Advantage Fund - Series III - Direct Plan - Growth Option →
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