Sundaram Services Fund Regular Plan vs UTI compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹3435 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Aug 2005 21 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 1.91 1.89
Manager Sachin Trivedi Rohit Seksaria
ISIN Code INF789F01299 INF903JA1EX7
Exits Load Exit load of 1% if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
1 Month -4.06% -3.39%
6 Month -2.85% 10.38%
1 Year 31.65% 23.36%
3 Year 23.01% 13.99%
5 Year 22.43% 21.23%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 6.04% 14.27%
3 Year 50.34% 20.32%
5 Year 33.43% -

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
1 Year 13.71% 20.51%
3 Year 15.14% 23%
5 Year 14.74% 21.77%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option Sundaram Services Fund Regular Plan - Growth
Standard Deviation 14.14% 12.7%
Sharp 1.69% 0.94%
Beta 0.94% 0.83%
Alpha -1.54% 5.93%

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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
Fund Manage 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 6.08 7
Small Cap 5.59 29.79
Mid Cap 25.01 11.6
Large Cap 63.32 51.63

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

Sundaram Services Fund Regular Plan - Growth

Others 6.01 1.68
Financial 0.9 38.91
Energy 0.1 6.24
Automobile 74.8 -
Services 14.01 15.44
Capital Goods 3.3 -
Metals & Mining 0.88 -
Technology - 8.99
Healthcare - 6
Insurance - 3.89
Construction - 1.48
Consumer Discretionary - 4.58
Communication - 9.31
Textiles - 1.25
Unclassified - 2.25

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