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) | ₹1043 Cr | ₹605 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 | -0.51% | 1.56% |
6 Month | 14.7% | 9.61% |
1 Year | -3.19% | -0.71% |
3 Year | 19.68% | 14.73% |
5 Year | 18.91% | - |
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 | 3.74% | 2.93% |
1 Year | 14.39% | 11.4% |
3 Year | 17.69% | 14.8% |
5 Year | 16.45% | - |
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 | 11.85% | 12.08% |
3 Year | 13.15% | 12.21% |
5 Year | 11.74% | - |
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% | 12.79% |
Sharp | 0.82% | 0.53% |
Beta | 0.94% | 0.93% |
Alpha | -2.43% | 0.41% |
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 | 5.4 | 7.35 |
Large Cap | 40.63 | 68.88 |
Small Cap | 27.4 | 5.75 |
Mid Cap | 26.57 | 18.02 |
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 | 1.2 | 1.38 |
Energy | 5.01 | - |
Industrials | 27.3 | 1.87 |
Healthcare | 9.08 | 6.36 |
Basic Materials | 21.41 | 4.64 |
Technology | 1.26 | 12.74 |
Consumer Cyclical | 30.12 | 20.76 |
Consumer Defensive | 4.61 | 8.82 |
Financial Services | - | 38.07 |
Communication Services | - | 5.36 |
Real Estate | - | 0 |
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