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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) | ₹653 Cr | ₹3589 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 | -0.34% | 0.87% |
| 6 Month | 2.06% | 6.83% |
| 1 Year | 5.37% | -4.08% |
| 3 Year | 16.69% | 22.03% |
| 5 Year | - | 26.76% |
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 | 6.8% | 9.41% |
| 1 Year | 6.38% | 8.62% |
| 3 Year | 15.68% | 19.86% |
| 5 Year | - | 21.7% |
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 | 13.55% | 13.52% |
| 3 Year | 11.66% | 15.91% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.98% | 16.47% |
| Sharp | 0.85% | 1.02% |
| Beta | 0.95% | - |
| Alpha | 0.88% | - |
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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 | 6.53 | 4.07 |
| Large Cap | 65.78 | 72.71 |
| Mid Cap | 18.2 | 9.81 |
| Small Cap | 9.5 | 13.41 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.94 | 4.07 |
| Technology | 13.21 | - |
| Basic Materials | 4.65 | - |
| Financial Services | 37.75 | - |
| Consumer Defensive | 6.58 | - |
| Healthcare | 4.12 | - |
| Consumer Cyclical | 19.1 | 78.75 |
| Real Estate | 1.32 | - |
| Utilities | 0 | - |
| Industrials | 5.38 | 17.18 |
| Communication Services | 3.95 | - |
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