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UTI Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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tortoise-icon UTI Value Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
Fund Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8068 Cr ₹9606 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jun 2004 20 Jul 2005
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 48.01% 28%
Expense Ratio 1.79 1.82
Manager Amey Sathe Amit Kumar Premchandani
ISIN Code INF277K01451 INF789F01AG5
Exits Load Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Value 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 Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
1 Month 2.79% 3.85%
6 Month -1.94% 0.61%
1 Year 3.31% 13.39%
3 Year 21.96% 21.1%
5 Year 25.89% 26.42%

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
6 Month 4.64% 4.96%
1 Year -1.37% 3.93%
3 Year 19.37% 20.38%
5 Year 19.74% 19.5%

Rolling Lumpsum Returns

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
1 Year 17.28% 13.34%
3 Year 16.64% 13.88%
5 Year 14.99% 13.37%

Risk Management

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
Standard Deviation 12.45% 12.09%
Sharp 0.86% 0.85%
Beta 0.97% 0.92%
Alpha 3.52% 3.11%

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Fund Managers

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
Name Amey Sathe Amit Kumar Premchandani
Total AUM ₹11910 Cr ₹13572 Cr
Funds Managed 4 3
Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

UTI Value Fund- Regular Plan - Growth Option

Others 5.92 0.71
Mid Cap 13.14 16.52
Large Cap 59.79 68.52
Small Cap 21.15 14.24

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

UTI Value Fund- Regular Plan - Growth Option

Others 5.92 0.71
Cement & Cement Products 1.25 1.49
Petroleum Products 4.87 4.16
Textiles & Apparels 1.16 0.43
Banks 20.12 28.31
IT - Software 6.43 10.85
Leisure Services 0.6 1.18
Pharmaceuticals & Biotechnology 4.97 6.02
Consumer Durables 1.28 4
Capital Markets 7.17 1.12
Telecom - Services 2.97 4.03
Finance 12.19 1.57
Diversified FMCG 3.32 1.08
Automobiles 3.46 5.74
Gas 0.92 1.06
Oil 1.21 -
Realty 1.33 1.47
Entertainment 1.58 0.86
Auto Components 1.44 1.04
Industrial Products 0.78 0.85
Consumable Fuels 4.79 1.64
Minerals & Mining 1.09 1.1
Power 5.65 1.75
Retailing 1.68 2.41
Beverages 3.82 -
Personal Products - 2.34
Transport Services - 1.21
Ferrous Metals - 2.23
Non - Ferrous Metals - 2.08
Healthcare Services - 2.11
Construction - 0.87
Aerospace & Defense - 1.15
Fertilizers & Agrochemicals - 0.8
Insurance - 2.75
Paper, Forest & Jute Products - 0.63
Transport Infrastructure - 0.95

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