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) | ₹1058 Cr | ₹3447 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 | 2.97% | 4.12% |
6 Month | -2.1% | 2.79% |
1 Year | 0.84% | -2.52% |
3 Year | 22.66% | 24.38% |
5 Year | 20.72% | 27.45% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 10% | 11.96% |
1 Year | 6.04% | 10.1% |
3 Year | 19.73% | 21.59% |
5 Year | 17.68% | 22.77% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 12.71% | 13.52% |
3 Year | 12.86% | 15.91% |
5 Year | 11.25% | 15.62% |
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% | 16.44% |
Sharp | 0.83% | 0.94% |
Beta | 0.93% | - |
Alpha | -2.14% | - |
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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 | 2.95 | 3.33 |
Large Cap | 41.54 | 73.39 |
Small Cap | 30.72 | 13.41 |
Mid Cap | 24.79 | 9.86 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 0.88 | 3.33 |
Energy | 6.24 | - |
Consumer Cyclical | 27.56 | 79.23 |
Industrials | 30.55 | 17.44 |
Healthcare | 7.17 | - |
Basic Materials | 19.42 | - |
Technology | 1.47 | - |
Consumer Defensive | 6.72 | - |
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