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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) | ₹3772 Cr | ₹4067 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 | Other Themes |
| 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 | 0.65% | -1% |
| 6 Month | 1.55% | 14.09% |
| 1 Year | -4.26% | 15.63% |
| 3 Year | 11.31% | 24.43% |
| 5 Year | 14.16% | 22.84% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 1.43% | 4.76% |
| 1 Year | 7.39% | 31.48% |
| 3 Year | 7.37% | 22.16% |
| 5 Year | 9.57% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.7% | 13.03% |
| 3 Year | 16.05% | 17.17% |
| 5 Year | 16.08% | 16.47% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 15.88% |
| Sharp | 0.41% | 1.04% |
| Beta | 0.86% | - |
| Alpha | -0.15% | - |
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 | 6.72 | 7.81 |
| Mid Cap | 29.41 | 8.19 |
| Large Cap | 51.59 | 72.34 |
| Small Cap | 12.27 | 11.66 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.26 | 6 |
| Industrials | 11.93 | 13.97 |
| Technology | 23.79 | - |
| Basic Materials | 11.1 | - |
| Energy | 4 | - |
| Consumer Defensive | 11.74 | - |
| Healthcare | 12.27 | - |
| Consumer Cyclical | 15.22 | 80.03 |
| Utilities | 3.69 | - |
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