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Tata Ethical Fund vs UTI compare
Tata Ethical Fund-Regular Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹3601 Cr | ₹3741 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.8% | 10.25% |
| 6 Month | 10.75% | 30.26% |
| 1 Year | -11.1% | 4.35% |
| 3 Year | 10.53% | 22.55% |
| 5 Year | 17.78% | 26.82% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.53% | 15.61% |
| 1 Year | 3.64% | 37.02% |
| 3 Year | 9.24% | 25.8% |
| 5 Year | 11.24% | 24.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.53% | 13.18% |
| 3 Year | 13.59% | 16.2% |
| 5 Year | 14.6% | 15.92% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 16.10% |
| Sharp | 0.41% | 0.86% |
| Beta | 0.85% | - |
| Alpha | -0.36% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.05 | 4.23 |
| Mid Cap | 35.11 | 8.78 |
| Large Cap | 43.87 | 74.01 |
| Small Cap | 14.97 | 12.99 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.05 | 4.23 |
| Industrials | 12.54 | 16.81 |
| Technology | 19.3 | - |
| Basic Materials | 14.11 | - |
| Energy | 6.2 | - |
| Consumer Defensive | 11.01 | - |
| Healthcare | 13.81 | - |
| Consumer Cyclical | 12.89 | 78.96 |
| Utilities | 4.1 | - |
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