UTI vs Tata Ethical Fund 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 Risk	Very High Risk
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	-5.45%	-3.11%
6 Month	-15.97%	-16.39%
1 Year	0.94%	2.36%
3 Year	9.27%	19.83%
5 Year	16.2%	20.63%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-14.21%	-16.17%
3 Year	8.67%	17.14%
5 Year	13.71%	21.76%

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%	15.812%
Sharp	0.31%	0.9%
Beta	0.87%	-
Alpha	-0.75%	-

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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