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) | ₹1115 Cr | ₹4008 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 | Other Themes |
| 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 | -1.31% | -0.2% |
| 6 Month | 5.43% | 14.91% |
| 1 Year | -0.18% | 15.29% |
| 3 Year | 18.08% | 24.66% |
| 5 Year | 16.12% | 23.09% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 2.44% | 4.76% |
| 1 Year | 16.58% | 31.48% |
| 3 Year | 16.3% | 22.16% |
| 5 Year | 15.55% | 22.37% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.03% | 12.95% |
| 3 Year | 13.43% | 17.06% |
| 5 Year | 11.87% | 16.4% |
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% | 15.88% |
| Sharp | 0.82% | 1.04% |
| Beta | 0.95% | - |
| Alpha | -2.3% | - |
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 | 6.4 | 7.02 |
| Large Cap | 40.7 | 72.35 |
| Small Cap | 26.48 | 12.31 |
| Mid Cap | 26.42 | 8.33 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.16 | 7.02 |
| Energy | 5.24 | - |
| Industrials | 24.99 | 13.88 |
| Healthcare | 10.21 | - |
| Basic Materials | 21.6 | - |
| Technology | 1.3 | - |
| Consumer Cyclical | 30.19 | 79.11 |
| Consumer Defensive | 4.57 | - |
| Utilities | 0.75 | - |
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