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UTI Value Fund vs Tata Equity PE Fund Regular Plan compare
Tata Equity PE Fund Regular Plan -(Growth Option)
UTI Value Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8068 Cr | ₹9606 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Jun 2004 | 20 Jul 2005 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48.01% | 28% |
| Expense Ratio | 1.79 | 1.82 |
| Manager | Amey Sathe | Amit Kumar Premchandani |
| ISIN Code | INF277K01451 | INF789F01AG5 |
| Exits Load | Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.69% | 2.24% |
| 6 Month | -8.59% | -6.74% |
| 1 Year | 7.17% | 15.63% |
| 3 Year | 19.01% | 17.31% |
| 5 Year | 25.91% | 25.91% |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.05% | -1.04% |
| 1 Year | -8.83% | -4.34% |
| 3 Year | 17.9% | 17.97% |
| 5 Year | 19.22% | 18.53% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.28% | 13.34% |
| 3 Year | 16.64% | 13.88% |
| 5 Year | 14.99% | 13.37% |
Risk Management
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.45% | 12.09% |
| Sharp | 0.71% | 0.64% |
| Beta | 0.98% | 0.93% |
| Alpha | 3.78% | 2.62% |
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Fund Managers
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Amey Sathe | Amit Kumar Premchandani |
| Total AUM | ₹11910 Cr | ₹13572 Cr |
| Funds Managed | 4 | 3 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 13.21 | 0.94 |
| Large Cap | 52.87 | 67.71 |
| Mid Cap | 12.71 | 18.1 |
| Small Cap | 21.21 | 13.24 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 9.72 | 0.57 |
| Technology | 7.07 | 11.65 |
| Basic Materials | 3.94 | 9.82 |
| Energy | 9.89 | 5.65 |
| Consumer Cyclical | 10.42 | 11.83 |
| Financial Services | 35.86 | 33.72 |
| Healthcare | 5.18 | 7.88 |
| Communication Services | 4.54 | 6.49 |
| Consumer Defensive | 6.83 | 3.37 |
| Industrials | 0.38 | 4.94 |
| Utilities | 6.17 | 2.6 |
| Real Estate | - | 1.47 |
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