UTI vs Sundaram Services Fund Regular Plan 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) | ₹3478 Cr | ₹3875 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 | 1.93 | 1.89 |
| 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 | -3.33% | -3.53% |
| 6 Month | -11.72% | 1.06% |
| 1 Year | 12.78% | 13.71% |
| 3 Year | 20.39% | 14.06% |
| 5 Year | 20.12% | 19.62% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.59% | 9.8% |
| 3 Year | 22.24% | 19.07% |
| 5 Year | 24.35% | 21.72% |
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.71% | 20.51% |
| 3 Year | 15.14% | 23% |
| 5 Year | 14.74% | 21.77% |
| 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 | 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 |
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