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UTI vs Sundaram Services Fund Regular Plan compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3334 Cr ₹3793 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Jul 2005 01 Sep 2018
Category Thematic Transportation 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 10.35% 6.74%
6 Month 3.89% 7.55%
1 Year 2.86% 20.05%
3 Year 26.53% 22.14%
5 Year 31.12% 28.89%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month 8.61% 8.2%
1 Year 2.82% 14.86%
3 Year 21.14% 20.78%
5 Year 22.76% 21.02%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.92% 20.46%
3 Year 15.53% 22.46%
5 Year 15.12% 21.59%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 16.395% 13.733%
Sharp 0.801% 0.606%
Beta - -
Alpha - -

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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 4.64 9.97
Large Cap 75.46 50.92
Small Cap 11.46 28.8
Mid Cap 8.44 10.3

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 4.64 6.38
Consumer Cyclical 79.46 12.78
Industrials 15.9 5.77
Energy - 5.11
Technology - 7.92
Communication Services - 15.5
Financial Services - 37.21
Healthcare - 7.46
Real Estate - 1.87

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