- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI vs Sundaram Services Fund Regular Plan compare
UTI-Transpotation and Logistics Fund-Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4084 Cr | ₹4809 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jul 2005 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY Service Sector TRI |
| Turn Over | 14% | 29% |
| Expense Ratio | 1.96 | 1.94 |
| Manager | Sachin Trivedi | Rohit Seksaria |
| ISIN Code | INF789F01299 | INF903JA1EX7 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.29% | -3.15% |
| 6 Month | 7.25% | -1.88% |
| 1 Year | 20.52% | 10.54% |
| 3 Year | 24.21% | 17.69% |
| 5 Year | 19.42% | 18.36% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.05% | 0.68% |
| 1 Year | 21.6% | 11.24% |
| 3 Year | 19.27% | 15.33% |
| 5 Year | 21.04% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.15% | 17.11% |
| 3 Year | 17.37% | 21.52% |
| 5 Year | 16.65% | 22.05% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.14% | 12.7% |
| Sharp | 1.2% | 1% |
| Beta | 0.96% | 0.97% |
| Alpha | -2.32% | 5.68% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Sachin Trivedi | Rohit Seksaria |
| Total AUM | ₹7301 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.61 | 12.71 |
| Large Cap | 73.32 | 52.35 |
| Small Cap | 11.86 | 28.25 |
| Mid Cap | 8.21 | 6.69 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.84 | 3.89 |
| Consumer Cyclical | 82.23 | 13.35 |
| Industrials | 13.93 | 6.62 |
| Energy | - | 5 |
| Technology | - | 7.39 |
| Financial Services | - | 39.03 |
| Communication Services | - | 15.93 |
| Healthcare | - | 7.02 |
| Real Estate | - | 1.76 |
Top Comparisons
HDFC Liquid Fund - Growth Plan
3Y Returns6.89%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.08%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.79%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.26%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.15%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.08%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.21%
