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) | ₹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 | - | - |
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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 |
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