Tata Ethical Fund vs UTI compare

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Tata Ethical Fund-Regular Plan - Growth Option

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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)	₹3253 Cr	₹3334 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	21 Aug 1996	30 Jul 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	1.92	1.96
Manager	Abhinav Sharma	Sachin Trivedi
ISIN Code	INF277K01956	INF789F01299
Exits Load	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-4.42%	-6%
6 Month	-18.65%	-18.65%
1 Year	-1.71%	-2.84%
3 Year	8.75%	23.11%
5 Year	17.98%	24.03%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-12.03%	-11.28%
1 Year	-22.53%	-25.4%
3 Year	6.08%	13.75%
5 Year	11.53%	19.4%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	13.97%	13.92%
3 Year	13.84%	15.53%
5 Year	14.38%	15.12%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.5%	16.395%
Sharp	0.18%	0.801%
Beta	0.87%	-
Alpha	-0.47%	-

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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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	6.72385	4.63951
Large Cap	42.48236	75.45629
Mid Cap	35.23986	8.44039
Small Cap	15.55393	11.46384

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
Others	6.72385	4.63951
Industrials	15.25581	15.90144
Basic Materials	12.47406	-
Energy	5.9773	-
Consumer Defensive	11.79407	-
Healthcare	15.04526	-
Technology	17.43025	-
Consumer Cyclical	11.3899	79.45908
Utilities	3.9095	-