Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Value Fund vs Tata Equity PE Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

Invest Now

tortoise-icon UTI Value Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 5.89% 4.48%
6 Month -15.87% -12.63%
1 Year 4.07% 12.58%
3 Year 17.34% 15.62%
5 Year 27.36% 27.69%

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) UTI Value Fund- Regular Plan - Growth Option
6 Month -6.97% -4.37%
1 Year -14.27% -5.13%
3 Year 16.99% 18.18%
5 Year 18.94% 18.95%

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 0.73% 0.65%
Beta 0.99% 0.94%
Alpha 4% 2.73%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 10.2 0.94
Large Cap 52.7 67.71
Mid Cap 13.06 18.1
Small Cap 24.04 13.24

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

UTI Value Fund- Regular Plan - Growth Option

Others 7.28 0.57
Technology 7.93 11.65
Basic Materials 4.3 9.82
Energy 9.95 5.65
Consumer Cyclical 10.3 11.83
Financial Services 36.02 33.72
Industrials 0.6 4.94
Healthcare 5.89 7.88
Communication Services 4.56 6.49
Consumer Defensive 6.9 3.37
Utilities 6.28 2.6
Real Estate - 1.47

Top Comparisons

SBI Floating Rate Debt Fund - Regular Plan - Growth SBI Floating Rate Debt Fund - Regular Plan - Growth

3Y Returns7.03%

VS

Axis Floater Fund - Regular Plan - Growth Axis Floater Fund - Regular Plan - Growth

3Y Returns7.59%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns18.62%

VS

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns14.69%

Compare Now

ITI Multi Cap Fund Regular - Growth ITI Multi Cap Fund Regular - Growth

3Y Returns16.27%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns13.83%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns6.51%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns6.42%

Compare Now
Add to Cart Successfully