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)	₹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	1.62%	4.44%
6 Month	-4.62%	1.13%
1 Year	-0.89%	-1.76%
3 Year	13.33%	24.11%
5 Year	21.57%	30.9%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	1.76%	6.85%
1 Year	-7.56%	-0.24%
3 Year	10.61%	20.39%
5 Year	13.25%	22.48%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	13.97%	13.92%
3 Year	13.84%	15.53%
5 Year	14.38%	15.12%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.5%	16.395%
Sharp	0.34%	0.801%
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	7.38	4.64
Mid Cap	37.41	8.44
Large Cap	40.21	75.46
Small Cap	15	11.46

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	7.38	4.64
Industrial Products	5	-
Consumer Durables	6.11	-
Fertilizers & Agrochemicals	2.67	-
Petroleum Products	3.77	-
Diversified FMCG	4	-
Pharmaceuticals & Biotechnology	12.46	-
IT - Software	15.81	-
Healthcare Services	3.17	-
Cement & Cement Products	5.7	-
Chemicals & Petrochemicals	5.38	-
Auto Components	6.36	-
Personal Products	3.45	-
Gas	5.61	-
IT - Services	0.89	-
Non - Ferrous Metals	0.44	-
Automobiles	2	-
Agricultural Food & other Products	2.27	-
Retailing	1.45	-
Food Products	0.8	-
Electrical Equipment	1.72	-
Oil	1.18	-
Diversified	0.62	-
Ferrous Metals	0.57	-
Textiles & Apparels	1.19	-
Consumer Cyclical	-	79.46
Industrials	-	15.9