ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1099 Cr | ₹616 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 03 Feb 2015 | 24 Dec 2020 |
| Category | Manufacturing | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | NIFTY 100 ESG TRI |
| Turn Over | 19% | 18% |
| Expense Ratio | 2.25 | 2.41 |
| Manager | Harish Krishnan | Dhaval Gala |
| ISIN Code | INF209KA1YH6 | INF209KB1U43 |
| Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Month | -5.55% | -3.34% |
| 6 Month | -2.32% | - |
| 1 Year | 3.14% | 5.35% |
| 3 Year | 17.88% | 15.09% |
| 5 Year | 13.8% | 11.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 6 Month | -4.15% | -1.16% |
| 1 Year | 0.62% | 4.15% |
| 3 Year | 10.79% | 10.87% |
| 5 Year | 12.97% | 10.89% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.54% | 10.33% |
| 3 Year | 13.54% | 12.59% |
| 5 Year | 12.01% | 12.92% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.2% | 14.18% |
| Sharp | 0.88% | 0.78% |
| Beta | 0.95% | 0.95% |
| Alpha | -2.72% | 0.18% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Name | Harish Krishnan | Dhaval Gala |
| Total AUM | ₹26655 Cr | ₹23597 Cr |
| Funds Managed | 4 | 7 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 5.86 | 9.91 |
| Large Cap | 42.13 | 68.07 |
| Mid Cap | 27.17 | 16.55 |
| Small Cap | 24.84 | 5.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 0.59 | 1.29 |
| Energy | 5.24 | - |
| Healthcare | 11.48 | 6.8 |
| Basic Materials | 21.24 | 4.56 |
| Technology | 1.76 | 12.95 |
| Consumer Cyclical | 30.39 | 20.73 |
| Industrials | 24.36 | 0.83 |
| Consumer Defensive | 4.26 | 8.48 |
| Utilities | 0.69 | - |
| Financial Services | - | 38.36 |
| Communication Services | - | 5.98 |
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