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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) | ₹4008 Cr | ₹4674 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 | 1.76% | -0.42% |
| 6 Month | 16.15% | 4.46% |
| 1 Year | 15.08% | 7.2% |
| 3 Year | 24.55% | 17.19% |
| 5 Year | 23.08% | 21.5% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.7% | 2.45% |
| 1 Year | 32.08% | 16.09% |
| 3 Year | 22.67% | 17.37% |
| 5 Year | 22.84% | 17.39% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.95% | 17.5% |
| 3 Year | 17.06% | 21.68% |
| 5 Year | 16.4% | 22.15% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.88% | 12.45% |
| Sharp | 1.04% | 0.83% |
| Beta | - | 0.97% |
| Alpha | - | 5.72% |
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 | 7.02 | 14.11 |
| Large Cap | 72.35 | 51.8 |
| Small Cap | 12.31 | 26.9 |
| Mid Cap | 8.33 | 7.19 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.02 | 5.65 |
| Consumer Cyclical | 79.11 | 12.45 |
| Industrials | 13.88 | 6.43 |
| Energy | - | 4.87 |
| Technology | - | 7.44 |
| Financial Services | - | 37.57 |
| Communication Services | - | 16 |
| Healthcare | - | 7.95 |
| Real Estate | - | 1.65 |
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