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) | ₹1070 Cr | ₹3616 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 | 5.87% | 3.11% |
| 6 Month | 15.18% | 4.46% |
| 1 Year | 4.43% | -4.59% |
| 3 Year | 19.96% | 11.76% |
| 5 Year | 19.97% | 16.98% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.33% | 0.51% |
| 1 Year | 18.54% | 3.07% |
| 3 Year | 18.96% | 7.88% |
| 5 Year | 17.19% | 10.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.85% | 13.35% |
| 3 Year | 13.15% | 13.44% |
| 5 Year | 11.74% | 14.75% |
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 | 0.82% | 0.41% |
| Beta | 0.94% | 0.86% |
| Alpha | -2.43% | -0.78% |
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 | 5.4 | 8.67 |
| Large Cap | 40.63 | 46.63 |
| Small Cap | 27.4 | 14.12 |
| Mid Cap | 26.57 | 30.58 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.2 | 8.67 |
| Energy | 5.01 | 5.21 |
| Industrials | 27.3 | 12.34 |
| Healthcare | 9.08 | 12.94 |
| Basic Materials | 21.41 | 11.57 |
| Technology | 1.26 | 20.48 |
| Consumer Cyclical | 30.12 | 14.11 |
| Consumer Defensive | 4.61 | 10.65 |
| Utilities | - | 4.04 |
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