Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Services Fund Regular Plan vs UTI compare

Link copied to clipboard!

tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3334 Cr ₹3793 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 01 Sep 2018
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI NIFTY Service Sector TRI
Turn Over 14% 29%
Expense Ratio 1.96 1.94
Manager Sachin Trivedi Rohit Seksaria
ISIN Code INF789F01299 INF903JA1EX7
Exits Load UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month 10.35% 6.74%
6 Month 3.89% 7.55%
1 Year 2.86% 20.05%
3 Year 26.53% 22.14%
5 Year 31.12% 28.89%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month 1.08% 2.38%
1 Year -10.58% 4.36%
3 Year 16.45% 17.09%
5 Year 20.18% 18.94%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.92% 20.46%
3 Year 15.53% 22.46%
5 Year 15.12% 21.59%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 16.395% 13.733%
Sharp 0.801% 0.606%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Name Sachin Trivedi Rohit Seksaria
Total AUM ₹7301 Cr ₹0 Cr
Funds Managed 3 15
UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 4.64 9.97
Large Cap 75.46 50.92
Small Cap 11.46 28.8
Mid Cap 8.44 10.3

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 4.64 6.38
Consumer Cyclical 79.46 12.78
Industrials 15.9 5.77
Energy - 5.11
Technology - 7.92
Communication Services - 15.5
Financial Services - 37.21
Healthcare - 7.46
Real Estate - 1.87

Top Comparisons

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.99%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns8.44%

Compare Now

SBI Small Cap Fund Regular Growth SBI Small Cap Fund Regular Growth

3Y Returns19.5%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns24.05%

Compare Now

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns13.79%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns20.8%

Compare Now

SBI Banking & PSU Fund - Regular Paln - Growth SBI Banking & PSU Fund - Regular Paln - Growth

3Y Returns7.29%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.22%

Compare Now
Add to Cart Successfully