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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 | Very High |
| 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 | 2.5% | 2.09% |
| 6 Month | -4.8% | -6.93% |
| 1 Year | 8.42% | -3.75% |
| 3 Year | 18.21% | 14.64% |
| 5 Year | - | 20.5% |
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 | 6.66% | 4.3% |
| 1 Year | 5.04% | -5.3% |
| 3 Year | 15.74% | 9.93% |
| 5 Year | - | 12.51% |
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 | 13.55% | 13.66% |
| 3 Year | 11.66% | 13.52% |
| 5 Year | - | 14.51% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.714% | 12.5% |
| Sharp | 0.235% | 0.48% |
| Beta | 0.98% | 0.87% |
| Alpha | -1.517% | -0.97% |
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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 |
| Funds Managed | 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 | 3.16 | 8.04 |
| Large Cap | 69.87 | 40.72 |
| Mid Cap | 17.77 | 36.62 |
| Small Cap | 9.2 | 14.62 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.11 | 8.04 |
| Technology | 23.14 | - |
| Consumer Defensive | 5.42 | - |
| Financial Services | 31 | - |
| Healthcare | 0.3 | - |
| Consumer Cyclical | 20.99 | - |
| Real Estate | 2.51 | - |
| Utilities | 1.72 | - |
| Industrials | 7.07 | - |
| Communication Services | 3.5 | - |
| Basic Materials | 2.25 | - |
| Industrial Products | - | 4.76 |
| Consumer Durables | - | 5.19 |
| Fertilizers & Agrochemicals | - | 2.71 |
| Petroleum Products | - | 3.94 |
| Diversified FMCG | - | 4 |
| Pharmaceuticals & Biotechnology | - | 12.44 |
| IT - Software | - | 15.36 |
| Healthcare Services | - | 2.84 |
| Cement & Cement Products | - | 5.47 |
| Chemicals & Petrochemicals | - | 5.25 |
| Auto Components | - | 6.9 |
| Personal Products | - | 3.6 |
| Gas | - | 5.63 |
| IT - Services | - | 0.8 |
| Automobiles | - | 1.98 |
| Agricultural Food & other Products | - | 2.4 |
| Retailing | - | 1.46 |
| Food Products | - | 0.82 |
| Electrical Equipment | - | 1.73 |
| Oil | - | 1.21 |
| Diversified | - | 0.63 |
| Ferrous Metals | - | 1.61 |
| Textiles & Apparels | - | 1.23 |
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