ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Tata Ethical Fund compare

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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Fund	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹605 Cr	₹3601 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	24 Dec 2020	21 Aug 1996
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty 500 Shariah TRI
Turn Over	18%	11.72%
Expense Ratio	2.41	1.93
Manager	Dhaval Gala	Abhinav Sharma
ISIN Code	INF209KB1U43	INF277K01956
Exits Load	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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	3.43%	3.8%
6 Month	13.31%	10.75%
1 Year	-3.84%	-11.1%
3 Year	12.35%	10.53%
5 Year	-	17.78%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	3.08%	3.53%
1 Year	6.54%	3.64%
3 Year	14.07%	9.24%
5 Year	-	11.24%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	12.58%	13.53%
3 Year	12%	13.59%
5 Year	-	14.6%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	12.92%	12.5%
Sharp	0.46%	0.41%
Beta	0.92%	0.85%
Alpha	0.97%	-0.36%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Name	Dhaval Gala	Abhinav Sharma
Total AUM	₹23597 Cr	₹5613 Cr
Funds Managed	7	3
	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	7.57	6.05
Large Cap	66.01	43.87
Mid Cap	18.6	35.11
Small Cap	7.82	14.97

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	1.93	6.05
Technology	12.66	19.3
Basic Materials	5.23	14.11
Financial Services	38.02	-
Consumer Defensive	8.56	11.01
Healthcare	4.72	13.81
Consumer Cyclical	19.89	12.89
Real Estate	1.34	-
Industrials	3.53	12.54
Communication Services	4.1	-
Energy	-	6.2
Utilities	-	4.1