ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare

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

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UTI-Transpotation and Logistics Fund-Growth Option

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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)	₹605 Cr	₹3741 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

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	2.71%	8.89%
6 Month	14.09%	30.97%
1 Year	-4.04%	3.98%
3 Year	12.57%	21.97%
5 Year	-	26.35%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	3.08%	15.61%
1 Year	6.54%	37.02%
3 Year	14.07%	25.8%
5 Year	-	24.54%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.58%	13.18%
3 Year	12%	16.2%
5 Year	-	15.92%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.92%	16.10%
Sharp	0.46%	0.86%
Beta	0.92%	-
Alpha	0.97%	-

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

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	7.57	4.23
Large Cap	66.01	74.01
Mid Cap	18.6	8.78
Small Cap	7.82	12.99

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.93	4.23
Technology	12.66	-
Basic Materials	5.23	-
Financial Services	38.02	-
Consumer Defensive	8.56	-
Healthcare	4.72	-
Consumer Cyclical	19.89	78.96
Real Estate	1.34	-
Industrials	3.53	16.81
Communication Services	4.1	-