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) | ₹1115 Cr | ₹617 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 | -1.4% | 2.03% |
| 6 Month | 4.78% | 6.17% |
| 1 Year | 0.12% | 1.36% |
| 3 Year | 17.76% | 14.2% |
| 5 Year | 16.25% | - |
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 | 3.75% | 4.33% |
| 1 Year | 17.26% | 15.32% |
| 3 Year | 17.18% | 15.09% |
| 5 Year | 16.24% | - |
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 | 11.03% | 12.08% |
| 3 Year | 13.43% | 12.21% |
| 5 Year | 11.87% | - |
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% | 12.86% |
| Sharp | 0.85% | 0.55% |
| Beta | 0.94% | 0.93% |
| Alpha | -1.99% | 0.30% |
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 | 1.16 | 8.5 |
| Large Cap | 40.39 | 67.67 |
| Small Cap | 30.98 | 6.02 |
| Mid Cap | 27.47 | 17.81 |
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 | 1.16 | 1.55 |
| Petroleum Products | 5.24 | - |
| Construction | 1.71 | - |
| Pharmaceuticals & Biotechnology | 9.99 | - |
| Consumer Durables | 9.42 | - |
| Non - Ferrous Metals | 5.23 | - |
| Industrial Manufacturing | 3.56 | - |
| Auto Components | 12.65 | - |
| Ferrous Metals | 5.57 | - |
| Automobiles | 12.36 | - |
| Healthcare Equipment & Supplies | 0.23 | - |
| Electrical Equipment | 3.2 | - |
| Industrial Products | 12.68 | - |
| Chemicals & Petrochemicals | 3 | - |
| Diversified Metals | 2.61 | - |
| Aerospace & Defense | 2.59 | - |
| Minerals & Mining | 1.36 | - |
| Fertilizers & Agrochemicals | 0.8 | - |
| Beverages | 4.57 | - |
| Power | 0.75 | - |
| Textiles & Apparels | 1.32 | - |
| Technology | - | 13.26 |
| Basic Materials | - | 4.67 |
| Financial Services | - | 37.58 |
| Consumer Defensive | - | 8.51 |
| Healthcare | - | 6.86 |
| Consumer Cyclical | - | 20.96 |
| Industrials | - | 0.94 |
| Communication Services | - | 5.69 |
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