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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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)	₹622 Cr	₹4067 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	Other Themes
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	-0.05%	-1%
6 Month	3.68%	14.09%
1 Year	0.6%	15.63%
3 Year	14.91%	24.43%
5 Year	-	22.84%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.54%	4.76%
1 Year	14.95%	31.48%
3 Year	14.35%	22.16%
5 Year	-	22.37%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.08%	13.03%
3 Year	12.21%	17.17%
5 Year	-	16.47%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.85%	15.88%
Sharp	0.60%	1.04%
Beta	0.94%	-
Alpha	1.31%	-

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	8.29	7.81
Large Cap	69.17	72.34
Mid Cap	16.94	8.19
Small Cap	5.61	11.66

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.31	6
Technology	13.69	-
Basic Materials	4.36	-
Consumer Defensive	8.46	-
Financial Services	37.57	-
Healthcare	6.8	-
Consumer Cyclical	21.04	80.03
Communication Services	5.86	-
Industrials	0.91	13.97