Aditya Birla Sun Life Manufacturing Equity Fund vs UTI compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity 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) | ₹1070 Cr | ₹3968 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Feb 2015 | 30 Jul 2005 |
| Category | Manufacturing | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 19% | 14% |
| Expense Ratio | 2.25 | 1.96 |
| Manager | Harish Krishnan | Sachin Trivedi |
| ISIN Code | INF209KA1YH6 | INF789F01299 |
| 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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -0.03% | 0.05% |
| 6 Month | 15.36% | 26.09% |
| 1 Year | -2.95% | 10.46% |
| 3 Year | 19.53% | 25.45% |
| 5 Year | 19.09% | 27.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 3.74% | 10.37% |
| 1 Year | 14.39% | 37.71% |
| 3 Year | 17.69% | 25.36% |
| 5 Year | 16.45% | 24.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.85% | 12.93% |
| 3 Year | 13.15% | 16.46% |
| 5 Year | 11.74% | 16.16% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.2% | 15.96% |
| Sharp | 0.82% | 1.05% |
| Beta | 0.94% | - |
| Alpha | -2.43% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Harish Krishnan | Sachin Trivedi |
| Total AUM | ₹26655 Cr | ₹7301 Cr |
| Funds Managed | 4 | 3 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 5.4 | 6.15 |
| Large Cap | 40.63 | 73.23 |
| Small Cap | 27.4 | 12.53 |
| Mid Cap | 26.57 | 8.09 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.2 | 6.15 |
| Energy | 5.01 | - |
| Industrials | 27.3 | 14.63 |
| Healthcare | 9.08 | - |
| Basic Materials | 21.41 | - |
| Technology | 1.26 | - |
| Consumer Cyclical | 30.12 | 79.22 |
| Consumer Defensive | 4.61 | - |
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