Sundaram Services Fund Regular Plan vs UTI compare
UTI-Transpotation and Logistics Fund-Growth Option
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | -0.51% | 2.72% |
6 Month | 23.56% | 16.68% |
1 Year | 57.19% | 33.57% |
3 Year | 33.46% | 18.93% |
5 Year | 27.76% | 24.52% |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 29.95% | 10.89% |
3 Year | 70.77% | 31.75% |
5 Year | 121.33% | 74.85% |
Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 29.03% | 24.09% |
3 Year | 82.61% | 59.58% |
5 Year | 125.14% | 82.86% |
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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Get Free Experts GuidanceScheme 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 |
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Large Cap | 63.32 | 51.63 |
Others | 6.08 | 7 |
Mid Cap | 25.01 | 11.6 |
Small Cap | 5.59 | 29.79 |
Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Automobile | 74.8 | - |
Others | 6.01 | 1.68 |
Services | 14.01 | 15.44 |
Capital Goods | 3.3 | - |
Metals & Mining | 0.88 | - |
Financial | 0.9 | 38.91 |
Energy | 0.1 | 6.24 |
Communication | - | 9.31 |
Healthcare | - | 6 |
Consumer Discretionary | - | 4.58 |
Insurance | - | 3.89 |
Unclassified | - | 2.25 |
Technology | - | 8.99 |
Construction | - | 1.48 |
Textiles | - | 1.25 |
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