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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) ₹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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