Sundaram Services Fund Regular Plan vs UTI compare

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UTI-Transpotation and Logistics Fund-Growth Option

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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)	₹3334 Cr	₹3793 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Jul 2005	01 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	1.96	1.94
Manager	Sachin Trivedi	Rohit Seksaria
ISIN Code	INF789F01299	INF903JA1EX7
Exits Load	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Month	-6%	-3.9%
6 Month	-18.65%	-10.08%
1 Year	-2.84%	7.58%
3 Year	23.11%	15%
5 Year	24.03%	20.63%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	-11.28%	-8.09%
1 Year	-25.4%	-8.82%
3 Year	13.75%	13%
5 Year	19.4%	17.58%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
1 Year	13.92%	20.46%
3 Year	15.53%	22.46%
5 Year	15.12%	21.59%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	16.395%	13.733%
Sharp	0.801%	0.606%
Beta	-	-
Alpha	-	-

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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

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	4.63951	9.97409
Large Cap	75.45629	50.92128
Small Cap	11.46384	28.80087
Mid Cap	8.44039	10.30378

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	4.63951	6.37708
Consumer Cyclical	79.45908	12.7828
Industrials	15.90144	5.76693
Energy	-	5.11043
Technology	-	7.92257
Communication Services	-	15.4993
Financial Services	-	37.20874
Healthcare	-	7.45862
Real Estate	-	1.87355