Tata Ethical Fund vs UTI compare

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Tata Ethical Fund-Regular Plan - Growth Option

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UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

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

Overview

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Fund	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3579 Cr	₹3589 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	21 Aug 1996	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Shariah TRI	Nifty Transportation & Logistics TRI
Turn Over	11.72%	14%
Expense Ratio	1.93	1.96
Manager	Abhinav Sharma	Sachin Trivedi
ISIN Code	INF277K01956	INF789F01299
Exits Load	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-1.18%	0.37%
6 Month	1.8%	10.85%
1 Year	-10.26%	-5.82%
3 Year	11.58%	21.46%
5 Year	18.33%	26.5%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.79%	8.68%
1 Year	-4.28%	10.45%
3 Year	9.09%	20.55%
5 Year	11.79%	22.05%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	13.66%	13.52%
3 Year	13.52%	15.91%
5 Year	14.51%	15.62%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.5%	16.47%
Sharp	0.71%	1.02%
Beta	0.86%	-
Alpha	-0.44%	-

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Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Name	Abhinav Sharma	Sachin Trivedi
Total AUM	₹5613 Cr	₹7301 Cr
Funds Managed	3	3
	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.11	4.07
Mid Cap	36.15	9.81
Large Cap	40.57	72.71
Small Cap	15.17	13.41

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.11	4.07
Industrials	12.95	17.18
Basic Materials	13.89	-
Energy	6.26	-
Consumer Defensive	10.44	-
Healthcare	14.3	-
Technology	16.91	-
Consumer Cyclical	12.79	78.75
Utilities	4.35	-