Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Manufacturing Equity Fund vs Tata Ethical Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Fund Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1099 Cr ₹3817 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Feb 2015 21 Aug 1996
Category Manufacturing Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE India Manufacturing TRI Nifty 500 Shariah TRI
Turn Over 19% 11.72%
Expense Ratio 2.25 1.93
Manager Harish Krishnan Abhinav Sharma
ISIN Code INF209KA1YH6 INF277K01956
Exits Load Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month -4.56% -2.82%
6 Month -2.14% -1.9%
1 Year 2.67% -0.63%
3 Year 17.97% 11.02%
5 Year 13.6% 12.2%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month -0.86% 1.05%
1 Year 9.31% 6.33%
3 Year 13.3% 6.39%
5 Year 14.16% 9.07%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 10.54% 14.6%
3 Year 13.54% 15.93%
5 Year 12.01% 16.06%

Risk Management

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 13.2% 12.5%
Sharp 0.88% 0.53%
Beta 0.95% 0.85%
Alpha -2.72% 0.36%

Fund Managers

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Name Harish Krishnan Abhinav Sharma
Total AUM ₹26655 Cr ₹5613 Cr
Funds Managed 4 3
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.86 8.92
Large Cap 42.13 49.56
Mid Cap 27.17 29.55
Small Cap 24.84 11.97

Sector Allocation

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 0.59 8.38
Energy 5.24 4.17
Healthcare 11.48 12.14
Basic Materials 21.24 11.07
Technology 1.76 23.6
Consumer Cyclical 30.39 15.18
Industrials 24.36 10.56
Consumer Defensive 4.26 11.86
Utilities 0.69 3.03

Top Comparisons

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns16.8%

VS

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.19%

Compare Now

WhiteOak Capital Large Cap Fund Regular Plan Growth WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns16.72%

VS

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns14.69%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.98%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.16%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns12.77%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns15.48%

Compare Now
Add to Cart Successfully