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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) | ₹3741 Cr | ₹4426 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 | 0.52% | 1.01% |
| 6 Month | 26.1% | 9.78% |
| 1 Year | 10.78% | 6.41% |
| 3 Year | 25.9% | 19.18% |
| 5 Year | 27.29% | 24.83% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.14% | 1.97% |
| 1 Year | 37.14% | 15.34% |
| 3 Year | 24.85% | 17.97% |
| 5 Year | 23.99% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.93% | 18.31% |
| 3 Year | 16.46% | 21.8% |
| 5 Year | 16.16% | 22.06% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.96% | 12.43% |
| Sharp | 1.05% | 0.87% |
| Beta | - | 0.94% |
| Alpha | - | 5.36% |
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 | 6.15 | 14.21 |
| Large Cap | 73.23 | 51.59 |
| Small Cap | 12.53 | 26.9 |
| Mid Cap | 8.09 | 7.3 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.15 | 6.1 |
| Consumer Cyclical | 79.22 | 13.34 |
| Industrials | 14.63 | 6.49 |
| Energy | - | 4.72 |
| Technology | - | 6.96 |
| Financial Services | - | 36.62 |
| Communication Services | - | 15.64 |
| Healthcare | - | 8.51 |
| Real Estate | - | 1.61 |
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