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Aditya Birla Sun Life Manufacturing Equity Fund vs UTI compare

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

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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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 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) ₹1043 Cr ₹3741 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 6.28% 10.27%
6 Month 18.47% 32.63%
1 Year -3.27% 5.3%
3 Year 19.02% 23.52%
5 Year 18.31% 26.38%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 7.18% 15.61%
1 Year 13.76% 37.02%
3 Year 18.61% 25.8%
5 Year 16.79% 24.54%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.15% 13.18%
3 Year 13.01% 16.2%
5 Year 11.57% 15.92%

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% 16.10%
Sharp 0.7% 0.86%
Beta 0.94% -
Alpha -2.26% -

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 3.95 4.23
Large Cap 38.49 74.01
Small Cap 31.2 12.99
Mid Cap 26.36 8.78

Sector Allocation

Scheme Name

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

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.51 4.23
Energy 5.14 -
Industrials 29.67 16.81
Healthcare 9.36 -
Basic Materials 21.16 -
Technology 1.36 -
Consumer Cyclical 26.55 78.96
Consumer Defensive 5.25 -

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