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 Very High
Asset Size (Cr) ₹725 Cr ₹2753 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 24 Dec 2020 01 Aug 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 2.35 1.98
Manager Dhaval Gala Sachin Trivedi
ISIN Code INF209KB1U43 INF789F01299
Exits Load 1% for redemption within 30 days/365 Exit load of 1% if redeemed within 30 days./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 4.64% -0.34%
6 Month 15.43% 29.52%
1 Year 31.17% 53.72%
3 Year 13.33% 30.69%
5 Year - 25.48%

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 14.1% 29.95%
3 Year 25.35% 70.77%
5 Year 29.79% 121.33%

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 11.61% 29.03%
3 Year 31.83% 82.61%
5 Year 34.17% 125.14%

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 0.49% 1.45%
Beta 0.97% 0.94%
Alpha -1.33% -1.34%

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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

Large Cap 65.37 63.32
Small Cap 14.59 5.59
Mid Cap 18.62 25.01
Others 1.42 6.08

Sector Allocation

Scheme Name

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

UTI-Transpotation and Logistics Fund-Growth Option

Technology 21.22 -
Financial 28.12 0.9
Capital Goods 7.21 3.3
Consumer Discretionary 8.83 -
Automobile 12.3 74.8
Communication 2.79 -
Services 6.56 14.01
Materials 3.65 -
Consumer Staples 1.87 -
Construction 2.71 -
Textiles 1.25 -
Insurance 1 -
Others 1.42 6.01
Healthcare 1.07 -
Metals & Mining - 0.88
Energy - 0.1

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