Aditya Birla Sun Life MNC Fund vs UTI compare
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
UTI - MNC Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3531 Cr | ₹2790 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Dec 1999 | 30 Jul 2005 |
Category | MNC Themes | MNC Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY MNC TRI | NIFTY MNC TRI |
Turn Over | 14% | 5% |
Expense Ratio | 2 | 2.04 |
Manager | Dhaval Joshi | Karthikraj Lakshmanan |
ISIN Code | INF209K01322 | INF789F01844 |
Exits Load | Aditya Birla Sun Life MNC Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI MNC Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.29% | 0.74% |
6 Month | -10.83% | -9.55% |
1 Year | 1.68% | 0.59% |
3 Year | 9.38% | 11.7% |
5 Year | 12.88% | 15.66% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.76% | -2.88% |
1 Year | -14.91% | -14.04% |
3 Year | 8.96% | 8.93% |
5 Year | 8.92% | 10.82% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.01% | 13.68% |
3 Year | 14.22% | 13.45% |
5 Year | 19.6% | 14.95% |
Risk Management
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.405% | 10.19% |
Sharp | 0.171% | 0.32% |
Beta | - | 0.84% |
Alpha | - | -2.06% |
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 MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Karthikraj Lakshmanan |
Total AUM | ₹361932 Cr | ₹14959 Cr |
Funds Managed | 55 | 2 |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.4 | 5.06 |
Large Cap | 25.73 | 47.28 |
Mid Cap | 31.65 | 21.83 |
Small Cap | 41.22 | 25.84 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.71 | 5.06 |
Industrials | 20.93 | 14.55 |
Financial Services | 8.51 | 5.73 |
Consumer Cyclical | 25.46 | 22.04 |
Consumer Defensive | 18.87 | 21.07 |
Healthcare | 13.12 | 13.81 |
Basic Materials | 8.17 | 8.38 |
Communication Services | 0.4 | - |
Technology | 3.84 | 9.36 |
Top Comparisons
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.47%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns17.02%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns13.45%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns21.53%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns23.81%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.82%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.85%