Aditya Birla Sun Life Manufacturing Equity Fund vs Tata Ethical Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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 |
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