UTI vs Tata Ethical Fund 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) | ₹3202 Cr | ₹3478 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 | 1.93 |
| 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 | 0.06% | -0.8% |
| 6 Month | -0.68% | -10.71% |
| 1 Year | 15.6% | 20.42% |
| 3 Year | 12.02% | 24.38% |
| 5 Year | 19.71% | 21.76% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.49% | 0.97% |
| 3 Year | 16.25% | 24.38% |
| 5 Year | 18.75% | 25.73% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 13.9% | 13.71% |
| 3 Year | 14.05% | 15.14% |
| 5 Year | 14.3% | 14.74% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 14.14% |
| Sharp | 0.54% | 1.69% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.3% | -1.54% |
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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 | 7.33 | 4.07 |
| Large Cap | 41.54 | 73.25 |
| Mid Cap | 36.13 | 14.49 |
| Small Cap | 15 | 8.18 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 7.33 | 4.07 |
| Electrical Equipment | 4.28 | - |
| Industrial Products | 6.01 | 0.91 |
| Consumer Durables | 5.43 | - |
| Fertilizers & Agrochemicals | 2.92 | - |
| Petroleum Products | 2.13 | - |
| Diversified FMCG | 4.49 | - |
| Pharmaceuticals & Biotechnology | 12.47 | - |
| IT - Software | 16.98 | - |
| Healthcare Services | 2.99 | - |
| Cement & Cement Products | 4.73 | - |
| Chemicals & Petrochemicals | 4.69 | - |
| Auto Components | 6.17 | 18.94 |
| Personal Products | 4.12 | - |
| Gas | 4.7 | - |
| IT - Services | 1.29 | - |
| Non - Ferrous Metals | 1.1 | - |
| Agricultural Food & other Products | 2.27 | - |
| Retailing | 1.7 | 2.38 |
| Food Products | 0.81 | - |
| Oil | 1.45 | - |
| Diversified | 0.73 | - |
| Textiles & Apparels | 1.21 | - |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Transport Infrastructure | - | 5.68 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
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