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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) | ₹3616 Cr | ₹3968 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 | 1.93 | 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 | 1.57% | 0.3% |
| 6 Month | 3.74% | 21.87% |
| 1 Year | -5.23% | 15.06% |
| 3 Year | 10.92% | 23.23% |
| 5 Year | 16.77% | 27.24% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -0.73% | 8.14% |
| 1 Year | 0.36% | 32.47% |
| 3 Year | 6.19% | 23.3% |
| 5 Year | 9.2% | 23.16% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.35% | 12.93% |
| 3 Year | 13.44% | 16.46% |
| 5 Year | 14.75% | 16.16% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 15.96% |
| Sharp | 0.41% | 1.05% |
| Beta | 0.86% | - |
| Alpha | -0.78% | - |
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 | 8.67 | 6.15 |
| Mid Cap | 30.58 | 8.09 |
| Large Cap | 46.63 | 73.23 |
| Small Cap | 14.12 | 12.53 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 8.67 | 6.15 |
| Industrials | 12.34 | 14.63 |
| Technology | 20.48 | - |
| Basic Materials | 11.57 | - |
| Energy | 5.21 | - |
| Consumer Defensive | 10.65 | - |
| Healthcare | 12.94 | - |
| Consumer Cyclical | 14.11 | 79.22 |
| Utilities | 4.04 | - |
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