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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) | ₹3630 Cr | ₹2872 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 | -1.68% | -1.34% |
| 6 Month | -0.69% | 4.76% |
| 1 Year | -3.87% | -0.25% |
| 3 Year | 11.85% | 12.57% |
| 5 Year | 9.58% | 13.18% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.38% | 1.3% |
| 1 Year | 6.74% | 13.45% |
| 3 Year | 9.29% | 10.92% |
| 5 Year | 9.23% | 11.44% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.1% | 12.83% |
| 3 Year | 14.39% | 13.39% |
| 5 Year | 18.92% | 14.95% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.87% | 12.30% |
| Sharp | 0.45% | 0.54% |
| Beta | 0.86% | 0.83% |
| Alpha | -1.46% | -0.75% |
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 | 7.38 | 6.11 |
| Large Cap | 27.56 | 49.98 |
| Mid Cap | 26.91 | 16.32 |
| Small Cap | 38.15 | 27.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.68 | 2.25 |
| Industrials | 16.83 | 12 |
| Financial Services | 8.57 | 3.03 |
| Consumer Cyclical | 28.9 | 22.52 |
| Consumer Defensive | 17.92 | 21.09 |
| Healthcare | 12.46 | 15.87 |
| Technology | 6 | 12.47 |
| Utilities | 0.84 | 0.66 |
| Basic Materials | 6.8 | 9.1 |
| Communication Services | - | 1.01 |
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