UTI vs Sundaram Services Fund Regular Plan compare

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UTI-Transpotation and Logistics Fund-Growth Option

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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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	2.06%	3.45%
6 Month	-0.78%	1.82%
1 Year	-6.37%	16.05%
3 Year	24.39%	22.78%
5 Year	27.76%	27.11%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	7.78%	10.36%
1 Year	1.68%	16.37%
3 Year	18.77%	20.51%
5 Year	21.3%	20.63%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	13.52%	19.51%
3 Year	15.91%	21.93%
5 Year	15.62%	21.73%

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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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

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

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