Sundaram Services Fund Regular Plan vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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Sundaram Services Fund Regular Plan - Growth

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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)	₹3589 Cr	₹4429 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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	-0.22%	-3.05%
6 Month	8.76%	10.13%
1 Year	-7.03%	9.77%
3 Year	21.23%	19.32%
5 Year	26.46%	25.54%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	8.68%	7.49%
1 Year	10.45%	15.84%
3 Year	20.55%	20.31%
5 Year	22.05%	20.29%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	13.18%	18.83%
3 Year	16.2%	22.01%
5 Year	15.92%	21.89%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	16.47%	13.00%
Sharp	1.02%	1.25%
Beta	-	0.91%
Alpha	-	6.26%

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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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	4.07	13.02
Large Cap	72.71	51.38
Small Cap	13.41	28.11
Mid Cap	9.81	7.48

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	4.07	6.48
Consumer Cyclical	78.75	12.41
Industrials	17.18	6.04
Energy	-	5.19
Technology	-	6.65
Financial Services	-	37.98
Communication Services	-	15.64
Healthcare	-	7.99
Real Estate	-	1.61