UTI vs Sundaram Services Fund Regular Plan 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 Risk	Very High Risk
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	-3.11%	-2.75%
6 Month	-16.39%	-4.83%
1 Year	2.36%	9.35%
3 Year	19.83%	15.22%
5 Year	20.63%	17.45%

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	-16.17%	-0.88%
3 Year	17.14%	15.42%
5 Year	21.76%	19.54%

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	15.812%	13.525%
Sharp	0.9%	0.651%
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	4.07	5.56
Small Cap	8.18	33.76
Mid Cap	14.49	16.69
Large Cap	73.25	43.98

Scheme Name	UTI-Transpotation and Logistics Fund-Growth Option	Sundaram Services Fund Regular Plan - Growth
Others	4.07	5.56
Auto Components	18.94	-
Transport Services	8	1.75
Agricultural, Commercial & Construction Vehicles	2.04	-
Automobiles	57.44	-
Industrial Products	0.91	-
Transport Infrastructure	5.68	1.46
Retailing	2.38	3.99
Finance	0.42	12.08
Commercial Services & Supplies	0.11	0.98
Petroleum Products	-	4.5
IT - Services	-	3.17
Banks	-	18.71
Healthcare Services	-	7.29
Capital Markets	-	6.55
IT - Software	-	6.49
Telecom - Services	-	10.37
Entertainment	-	1.72
Realty	-	1.7
Leisure Services	-	4.29
Consumer Durables	-	3.57
Financial Technology (Fintech)	-	1.1
Insurance	-	3.41
Textiles & Apparels	-	1.3