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) | ₹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 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -7.29% | -7.78% |
| 6 Month | 3.38% | -2.18% |
| 1 Year | 21.61% | 30.92% |
| 3 Year | 11.46% | 21.46% |
| 5 Year | 19.21% | 21.96% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.4% | 14.31% |
| 3 Year | 18.69% | 28.6% |
| 5 Year | 20.28% | 27.6% |
| 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 | 0.59% | 1.69% |
| Beta | 0.88% | 0.94% |
| Alpha | 0.46% | -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 | 7.3 | 6.08 |
| Large Cap | 44.12 | 63.32 |
| Mid Cap | 34.61 | 25.01 |
| Small Cap | 13.97 | 5.59 |
| 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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