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
| 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) | ₹8485 Cr | ₹9904 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | 1.78 | 1.8 |
| Manager | Amey Sathe | Amit Kumar Premchandani |
| ISIN Code | INF277K01451 | INF789F01AG5 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 7.17% | 7.31% |
| 6 Month | 23.84% | 25.74% |
| 1 Year | 53.65% | 46.33% |
| 3 Year | 25.49% | 19.99% |
| 5 Year | 24.88% | 24.7% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.72% | 19.73% |
| 3 Year | 52.97% | 41.61% |
| 5 Year | 90.67% | 79.02% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.2% | 23.65% |
| 3 Year | 66.59% | 58.82% |
| 5 Year | 99.69% | 87.31% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.45% | 12.09% |
| Sharp | 1.44% | 1.07% |
| Beta | 0.94% | 0.93% |
| Alpha | 5.86% | 1.25% |
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| 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 |
| Fund Manage | 4 | 3 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | UTI Value Fund- Regular Plan - Growth Option |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 57.7 | 66.06 |
| Small Cap | 19.81 | 18.18 |
| Others | 2.76 | 1 |
| Mid Cap | 19.73 | 14.74 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
UTI Value Fund- Regular Plan - Growth Option |
|---|---|---|
| Financial | 28.56 | 28.63 |
| Energy | 18.67 | 8.3 |
| Materials | 8.03 | 4.15 |
| Capital Goods | 6.97 | 1.85 |
| Consumer Staples | 6.13 | 3.97 |
| Technology | 4.36 | 9.03 |
| Textiles | 3.15 | 1.36 |
| Automobile | 7.33 | 7.89 |
| Others | 2.71 | 0.47 |
| Services | 4.01 | 5.22 |
| Healthcare | 2.82 | 8.99 |
| Communication | 1.45 | 4.23 |
| Metals & Mining | 2.84 | 5.84 |
| Chemicals | 1.41 | 1.25 |
| Construction | 1.56 | 2.5 |
| Consumer Discretionary | - | 3.59 |
| Insurance | - | 2.71 |
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