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) | ₹3565 Cr | ₹4367 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 | 4.21% | -2.71% |
6 Month | 25.05% | 15.29% |
1 Year | -1.26% | 4.22% |
3 Year | 21.8% | 17.53% |
5 Year | 24.82% | 23.2% |
SIP Return Analysis
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.5% | 1.1% |
1 Year | 22.16% | 7.45% |
3 Year | 22.07% | 16.69% |
5 Year | 22.87% | 17.94% |
Rolling Lumpsum Returns
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.18% | 18.83% |
3 Year | 16.2% | 22.01% |
5 Year | 15.92% | 21.89% |
Risk Management
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.16% | 12.53% |
Sharp | 0.88% | 0.96% |
Beta | - | 0.93% |
Alpha | - | 5.92% |
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 | 4.23 | 13.45 |
Large Cap | 74.01 | 52.33 |
Small Cap | 12.99 | 26.68 |
Mid Cap | 8.78 | 7.53 |
Sector Allocation
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 4.23 | 6.01 |
Consumer Cyclical | 78.96 | 13.19 |
Industrials | 16.81 | 6.09 |
Energy | - | 4.88 |
Technology | - | 6.41 |
Financial Services | - | 37.6 |
Communication Services | - | 15.8 |
Healthcare | - | 8.47 |
Real Estate | - | 1.56 |
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