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Tata Ethical Fund vs UTI compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 7.38 4.64
Mid Cap 37.41 8.44
Large Cap 40.21 75.46
Small Cap 15 11.46

Sector Allocation

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

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