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) | ₹1085 Cr | ₹3579 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 | -0.9% | -1.15% |
6 Month | 7.67% | 1.72% |
1 Year | -3.63% | -10.08% |
3 Year | 18.78% | 11.68% |
5 Year | 19.36% | 18.46% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 7.03% | 2.79% |
1 Year | 4.73% | -4.28% |
3 Year | 18.3% | 9.09% |
5 Year | 16.88% | 11.79% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 12.71% | 13.66% |
3 Year | 12.86% | 13.52% |
5 Year | 11.25% | 14.51% |
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 | 1.01% | 0.71% |
Beta | 0.93% | 0.86% |
Alpha | -2.15% | -0.44% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.26 | 8.11 |
Large Cap | 41.78 | 40.57 |
Small Cap | 30.8 | 15.17 |
Mid Cap | 24.16 | 36.15 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.02 | 8.11 |
Energy | 6.42 | 6.26 |
Industrials | 30.09 | 12.95 |
Healthcare | 7.62 | 14.3 |
Basic Materials | 19.77 | 13.89 |
Technology | 1.4 | 16.91 |
Consumer Cyclical | 27.34 | 12.79 |
Consumer Defensive | 6.33 | 10.44 |
Utilities | - | 4.35 |
Top Comparisons
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.03%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.18%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.27%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns7.49%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.07%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.37%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns21.88%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.45%