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 Risk | Very High Risk |
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 | -4.04% | -4.49% |
6 Month | -3.24% | -14.14% |
1 Year | 12.94% | 4.78% |
3 Year | 9.6% | 20.87% |
5 Year | - | 20.51% |
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 | - | - |
1 Year | -1.27% | -15.67% |
3 Year | 12.94% | 17.28% |
5 Year | - | 21.42% |
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 | 14.18% | 14.14% |
Sharp | 0.54% | 1.69% |
Beta | 0.97% | 0.94% |
Alpha | -1.91% | -1.54% |
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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 |
Fund Manage | 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 | 1.42 | 4.07 |
Large Cap | 65.37 | 73.25 |
Mid Cap | 18.62 | 14.49 |
Small Cap | 14.59 | 8.18 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 1.42 | 4.07 |
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 | - |
Auto Components | - | 18.94 |
Transport Services | - | 8 |
Agricultural, Commercial & Construction Vehicles | - | 2.04 |
Automobiles | - | 57.44 |
Industrial Products | - | 0.91 |
Transport Infrastructure | - | 5.68 |
Retailing | - | 2.38 |
Finance | - | 0.42 |
Commercial Services & Supplies | - | 0.11 |
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