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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) | ₹3713 Cr | ₹2863 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 | 3.74% | 6.15% |
| 6 Month | 18.64% | 18% |
| 1 Year | -3.09% | -3.55% |
| 3 Year | 12.03% | 12.45% |
| 5 Year | 12.26% | 14.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.67% | 7.98% |
| 1 Year | 14.54% | 15.32% |
| 3 Year | 14.37% | 13.79% |
| 5 Year | 11.99% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.59% | 13.26% |
| 3 Year | 13.89% | 13.41% |
| 5 Year | 19.3% | 15.05% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.92% | 10.19% |
| Sharp | 0.39% | 0.5% |
| Beta | 0.86% | 0.84% |
| Alpha | -2.08% | -1.92% |
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 | 6.58 | 7.33 |
| Large Cap | 25.6 | 46.98 |
| Mid Cap | 29.27 | 18.75 |
| Small Cap | 38.55 | 26.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.64 | 4.41 |
| Industrials | 17.94 | 14.29 |
| Financial Services | 7.88 | 4.48 |
| Consumer Cyclical | 25.86 | 21.37 |
| Consumer Defensive | 17.17 | 20.13 |
| Healthcare | 13.83 | 16.06 |
| Technology | 4.27 | 10.22 |
| Utilities | 1.28 | 1.08 |
| Basic Materials | 9.13 | 7.94 |
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