ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Tata Ethical Fund compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹629 Cr | ₹3253 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 | 1.92 |
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 |
Trailing Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | -4.39% | -5.98% |
6 Month | -5.56% | -14.5% |
1 Year | 10.94% | 0.38% |
3 Year | 8.51% | 8.91% |
5 Year | - | 16.48% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -1.27% | -14.12% |
3 Year | 12.94% | 8.61% |
5 Year | - | 13.51% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 15.46% | 13.97% |
3 Year | 11.92% | 13.84% |
5 Year | - | 14.38% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.18% | 12.5% |
Sharp | 0.54% | 0.31% |
Beta | 0.97% | 0.87% |
Alpha | -1.91% | -0.75% |
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Fund Managers
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 |
Fund Manage | 7 | 3 |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.42 | 7.33 |
Large Cap | 65.37 | 41.54 |
Mid Cap | 18.62 | 36.13 |
Small Cap | 14.59 | 15 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.42 | 7.33 |
Technology | 21.22 | - |
Consumer Staples | 1.87 | - |
Financial | 28.12 | - |
Healthcare | 1.07 | - |
Automobile | 12.3 | - |
Construction | 2.71 | - |
Capital Goods | 7.21 | - |
Insurance | 1 | - |
Services | 6.56 | - |
Materials | 3.65 | - |
Consumer Discretionary | 8.83 | - |
Communication | 2.79 | - |
Textiles | 1.25 | - |
Electrical Equipment | - | 4.28 |
Industrial Products | - | 6.01 |
Consumer Durables | - | 5.43 |
Fertilizers & Agrochemicals | - | 2.92 |
Petroleum Products | - | 2.13 |
Diversified FMCG | - | 4.49 |
Pharmaceuticals & Biotechnology | - | 12.47 |
IT - Software | - | 16.98 |
Healthcare Services | - | 2.99 |
Cement & Cement Products | - | 4.73 |
Chemicals & Petrochemicals | - | 4.69 |
Auto Components | - | 6.17 |
Personal Products | - | 4.12 |
Gas | - | 4.7 |
IT - Services | - | 1.29 |
Non - Ferrous Metals | - | 1.1 |
Agricultural Food & other Products | - | 2.27 |
Retailing | - | 1.7 |
Food Products | - | 0.81 |
Oil | - | 1.45 |
Diversified | - | 0.73 |
Textiles & Apparels | - | 1.21 |
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