UTI vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3253 Cr | ₹3334 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 30 Jul 2005 |
Category | Other Themes | Thematic Transportation |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | Nifty Transportation & Logistics TRI |
Turn Over | 11.72% | 14% |
Expense Ratio | 1.92 | 1.96 |
Manager | Abhinav Sharma | Sachin Trivedi |
ISIN Code | INF277K01956 | INF789F01299 |
Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 3.71% | 7.2% |
6 Month | -4% | 0.4% |
1 Year | -0.47% | -0.39% |
3 Year | 13.12% | 24.63% |
5 Year | 21.74% | 31.25% |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 2.74% | 8.61% |
1 Year | -6.03% | 2.82% |
3 Year | 10.92% | 21.14% |
5 Year | 13.32% | 22.76% |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 13.97% | 13.92% |
3 Year | 13.84% | 15.53% |
5 Year | 14.38% | 15.12% |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 12.5% | 16.395% |
Sharp | 0.34% | 0.801% |
Beta | 0.86% | - |
Alpha | -0.44% | - |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Name | Abhinav Sharma | Sachin Trivedi |
Total AUM | ₹5613 Cr | ₹7301 Cr |
Funds Managed | 3 | 3 |
Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 7.38 | 4.64 |
Mid Cap | 37.41 | 8.44 |
Large Cap | 40.21 | 75.46 |
Small Cap | 15 | 11.46 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 7.38 | 4.64 |
Industrial Products | 5 | - |
Consumer Durables | 6.11 | - |
Fertilizers & Agrochemicals | 2.67 | - |
Petroleum Products | 3.77 | - |
Diversified FMCG | 4 | - |
Pharmaceuticals & Biotechnology | 12.46 | - |
IT - Software | 15.81 | - |
Healthcare Services | 3.17 | - |
Cement & Cement Products | 5.7 | - |
Chemicals & Petrochemicals | 5.38 | - |
Auto Components | 6.36 | - |
Personal Products | 3.45 | - |
Gas | 5.61 | - |
IT - Services | 0.89 | - |
Non - Ferrous Metals | 0.44 | - |
Automobiles | 2 | - |
Agricultural Food & other Products | 2.27 | - |
Retailing | 1.45 | - |
Food Products | 0.8 | - |
Electrical Equipment | 1.72 | - |
Oil | 1.18 | - |
Diversified | 0.62 | - |
Ferrous Metals | 0.57 | - |
Textiles & Apparels | 1.19 | - |
Consumer Cyclical | - | 79.46 |
Industrials | - | 15.9 |
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