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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare

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

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tortoise-icon 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 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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