ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare

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

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UTI-Transpotation and Logistics Fund-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	UTI-Transpotation and Logistics Fund-Growth Option
Fund	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹602 Cr	₹3968 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	24 Dec 2020	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty Transportation & Logistics TRI
Turn Over	18%	14%
Expense Ratio	2.41	1.96
Manager	Dhaval Gala	Sachin Trivedi
ISIN Code	INF209KB1U43	INF789F01299
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	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	3.76%	0.3%
6 Month	7.5%	21.87%
1 Year	3.64%	15.06%
3 Year	13.54%	23.23%
5 Year	-	27.24%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-0.34%	8.14%
1 Year	3.93%	32.47%
3 Year	11.7%	23.3%
5 Year	-	23.16%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.08%	12.93%
3 Year	12.21%	16.46%
5 Year	-	16.16%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.79%	15.96%
Sharp	0.53%	1.05%
Beta	0.93%	-
Alpha	0.41%	-

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Name	Dhaval Gala	Sachin Trivedi
Total AUM	₹23597 Cr	₹7301 Cr
Funds Managed	7	3
	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	7.35	6.15
Large Cap	68.88	73.23
Mid Cap	18.02	8.09
Small Cap	5.75	12.53

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.38	6.15
Technology	12.74	-
Basic Materials	4.64	-
Financial Services	38.07	-
Consumer Defensive	8.82	-
Healthcare	6.36	-
Consumer Cyclical	20.76	79.22
Industrials	1.87	14.63
Communication Services	5.36	-
Real Estate	0	-