Aditya Birla Sun Life MNC Fund vs UTI compare

Aditya Birla Sun Life MNC Fund vs UTI compare

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Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

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UTI - MNC Fund - Regular Plan - 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 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)	₹3577 Cr	₹2856 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	-4.73%	-2.85%
6 Month	-7.92%	0.36%
1 Year	1.39%	5.3%
3 Year	12.18%	13.37%
5 Year	8.12%	12.22%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life MNC Fund - Growth - Regular Plan	UTI - MNC Fund - Regular Plan - Growth Option
6 Month	-6.87%	-3.4%
1 Year	-6.61%	2.45%
3 Year	4.7%	7.41%
5 Year	7.01%	9.7%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life MNC Fund - Growth - Regular Plan	UTI - MNC Fund - Regular Plan - Growth Option
1 Year	14%	12.75%
3 Year	14.22%	13.39%
5 Year	18.7%	14.89%

Risk Management

Scheme Name	Aditya Birla Sun Life MNC Fund - Growth - Regular Plan	UTI - MNC Fund - Regular Plan - Growth Option
Standard Deviation	11.9%	10.19%
Sharp	0.52%	0.67%
Beta	0.89%	0.84%
Alpha	-2.58%	-1.1%

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	7.93	8.53
Large Cap	30.42	46.32
Mid Cap	26.18	18.12
Small Cap	35.48	27.03

Sector Allocation

Scheme Name	Aditya Birla Sun Life MNC Fund - Growth - Regular Plan	UTI - MNC Fund - Regular Plan - Growth Option
Others	1.01	3.53
Industrials	17.48	11.09
Financial Services	9	5.64
Consumer Cyclical	29.64	20.72
Consumer Defensive	17.94	19.05
Healthcare	10.73	14.5
Technology	6.13	12.98
Utilities	0.48	0.45
Basic Materials	7.58	9.94
Communication Services	-	2.1

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