Tata Ethical Fund vs UTI compare
Tata Ethical Fund-Regular Plan - Growth Option
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2817 Cr | ₹3435 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 May 1996 | 01 Aug 2005 |
Category | Other Themes | Thematic Transportation |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | Nifty Transportation & Logistics TRI |
Turn Over | 11.72% | 14% |
Expense Ratio | 1.95 | 1.91 |
Manager | Abhinav Sharma | Sachin Trivedi |
ISIN Code | INF277K01956 | INF789F01299 |
Exits Load | Exit load of 0.50% if redeemed within 90 days./365 | Exit load of 1% if redeemed within 30 days./365 |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 5.9% | -0.51% |
6 Month | 21.45% | 23.56% |
1 Year | 33.76% | 57.19% |
3 Year | 16.26% | 33.46% |
5 Year | 23.76% | 27.76% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.81% | 29.95% |
3 Year | 31.9% | 70.77% |
5 Year | 69.56% | 121.33% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 22.58% | 29.03% |
3 Year | 52.72% | 82.61% |
5 Year | 75.06% | 125.14% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 12.5% | 14.14% |
Sharp | 0.91% | 1.69% |
Beta | 0.88% | 0.94% |
Alpha | 1.52% | -1.54% |
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Get Free Experts GuidanceScheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Name | Abhinav Sharma | Sachin Trivedi |
Total AUM | ₹5613 Cr | ₹7301 Cr |
Fund Manage | 3 | 3 |
Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Large Cap | 44.12 | 63.32 |
Others | 7.3 | 6.08 |
Mid Cap | 34.61 | 25.01 |
Small Cap | 13.97 | 5.59 |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Technology | 22.83 | - |
Others | 6.24 | 6.01 |
Consumer Staples | 10.41 | - |
Capital Goods | 14.79 | 3.3 |
Materials | 9.23 | - |
Metals & Mining | 3.57 | 0.88 |
Chemicals | 6.1 | - |
Consumer Discretionary | 2.33 | - |
Healthcare | 10.15 | - |
Energy | 4.5 | 0.1 |
Textiles | 2.19 | - |
Automobile | 3.17 | 74.8 |
Services | 1.22 | 14.01 |
Communication | 1.22 | - |
Diversified | 2.05 | - |
Financial | - | 0.9 |
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