Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Sundaram Services Fund Regular Plan compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

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 4.27% 6.15%
6 Month -5.72% 0.55%
1 Year -1.88% 14.49%
3 Year 21.39% 17.36%
5 Year 28.69% 26.89%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month -0.11% 4.73%
1 Year -13.13% 7.76%
3 Year 16.93% 18.91%
5 Year 20.71% 20.32%

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns13.29%

VS

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns15.11%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.87%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns15.87%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns8.82%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.34%

Compare Now
Add to Cart Successfully