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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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) | ₹629 Cr | ₹3334 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 |
Trailing Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 3.23% | 4.27% |
| 6 Month | -4.3% | -5.72% |
| 1 Year | 13.09% | -1.88% |
| 3 Year | 11.73% | 21.39% |
| 5 Year | - | 28.69% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -0.09% | -0.11% |
| 1 Year | -2.87% | -13.13% |
| 3 Year | 14.35% | 16.93% |
| 5 Year | - | 20.71% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 15.46% | 13.92% |
| 3 Year | 11.92% | 15.53% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.714% | 16.395% |
| Sharp | 0.235% | 0.801% |
| Beta | 0.98% | - |
| Alpha | -1.517% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.16 | 4.64 |
| Large Cap | 69.87 | 75.46 |
| Mid Cap | 17.77 | 8.44 |
| Small Cap | 9.2 | 11.46 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.11 | 4.64 |
| Technology | 23.14 | - |
| Consumer Defensive | 5.42 | - |
| Financial Services | 31 | - |
| Healthcare | 0.3 | - |
| Consumer Cyclical | 20.99 | 79.46 |
| Real Estate | 2.51 | - |
| Utilities | 1.72 | - |
| Industrials | 7.07 | 15.9 |
| Communication Services | 3.5 | - |
| Basic Materials | 2.25 | - |
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