Tata Ethical Fund vs UTI compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Month -6.92% -0.51%
6 Month 9.94% 23.56%
1 Year 31.25% 57.19%
3 Year 14.11% 33.46%
5 Year 19.61% 27.76%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
1 Year 13.86% 13.7%
3 Year 14.11% 15.21%
5 Year 14.3% 14.71%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 12.5% 14.14%
Sharp 0.71% 1.69%
Beta 0.87% 0.94%
Alpha 0.6% -1.54%

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Fund Managers

Scheme 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

Market Cap

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 7.3 6.08
Large Cap 44.12 63.32
Mid Cap 34.61 25.01
Small Cap 13.97 5.59

Sector Allocation

Scheme Name

Tata Ethical Fund-Regular Plan - Growth Option

UTI-Transpotation and Logistics Fund-Growth Option

Others 6.24 6.01
Capital Goods 14.79 3.3
Materials 9.23 -
Technology 22.83 -
Consumer Staples 10.41 -
Healthcare 10.15 -
Chemicals 6.1 -
Automobile 3.17 74.8
Metals & Mining 3.57 0.88
Communication 1.22 -
Energy 4.5 0.1
Consumer Discretionary 2.33 -
Services 1.22 14.01
Diversified 2.05 -
Textiles 2.19 -
Financial - 0.9

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