Tata Ethical Fund vs UTI compare

Link copied to clipboard!

Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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)	₹3253 Cr	₹3334 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	1.92	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	2.09%	2.06%
6 Month	-6.93%	-0.78%
1 Year	-3.75%	-6.37%
3 Year	14.64%	24.39%
5 Year	20.5%	27.76%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.3%	7.78%
1 Year	-5.3%	1.68%
3 Year	9.93%	18.77%
5 Year	12.51%	21.3%

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%	16.395%
Sharp	0.48%	0.801%
Beta	0.87%	-
Alpha	-0.97%	-

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

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	8.04	4.64
Mid Cap	36.62	8.44
Large Cap	40.72	75.46
Small Cap	14.62	11.46

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.04	4.64
Industrial Products	4.76	-
Consumer Durables	5.19	-
Fertilizers & Agrochemicals	2.71	-
Petroleum Products	3.94	-
Diversified FMCG	4	-
Pharmaceuticals & Biotechnology	12.44	-
IT - Software	15.36	-
Healthcare Services	2.84	-
Cement & Cement Products	5.47	-
Chemicals & Petrochemicals	5.25	-
Auto Components	6.9	-
Personal Products	3.6	-
Gas	5.63	-
IT - Services	0.8	-
Automobiles	1.98	-
Agricultural Food & other Products	2.4	-
Retailing	1.46	-
Food Products	0.82	-
Electrical Equipment	1.73	-
Oil	1.21	-
Diversified	0.63	-
Ferrous Metals	1.61	-
Textiles & Apparels	1.23	-
Consumer Cyclical	-	79.46
Industrials	-	15.9