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) | ₹1062 Cr | ₹631 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 | -0.62% | -0.39% |
6 Month | 13.52% | 8.38% |
1 Year | -2.05% | 2.19% |
3 Year | 17.84% | 13.21% |
5 Year | 17.94% | - |
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 | 3.32% | 1.86% |
1 Year | 0.48% | -0.49% |
3 Year | 15.62% | 12.65% |
5 Year | 15.18% | - |
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 | 12.15% | 12.58% |
3 Year | 13.01% | 12% |
5 Year | 11.57% | - |
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% | 12.88% |
Sharp | 0.81% | 0.56% |
Beta | 0.94% | 0.91% |
Alpha | -2.07% | 0.72% |
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 | 3.95 | 7.57 |
Large Cap | 38.49 | 66.01 |
Small Cap | 31.2 | 7.82 |
Mid Cap | 26.36 | 18.6 |
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 | 1.51 | 1.93 |
Energy | 5.14 | - |
Industrials | 29.67 | 3.53 |
Healthcare | 9.36 | 4.72 |
Basic Materials | 21.16 | 5.23 |
Technology | 1.36 | 12.66 |
Consumer Cyclical | 26.55 | 19.89 |
Consumer Defensive | 5.25 | 8.56 |
Financial Services | - | 38.02 |
Real Estate | - | 1.34 |
Communication Services | - | 4.1 |
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