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 | 13.7% | 20.12% |
| 3 Year | 15.21% | 23.24% |
| 5 Year | 14.71% | 21.71% |
| 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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| 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 | 6.08 | 7 |
| Small Cap | 5.59 | 29.79 |
| Mid Cap | 25.01 | 11.6 |
| Large Cap | 63.32 | 51.63 |
| 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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