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Aditya Birla Sun Life Special Opportunities Fund vs UTI compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities 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) | ₹863 Cr | ₹4008 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 30 Jul 2005 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty Transportation & Logistics TRI |
| Turn Over | 72% | 14% |
| Expense Ratio | 2.4 | 1.96 |
| Manager | Dhaval Joshi | Sachin Trivedi |
| ISIN Code | INF209KB1T46 | INF789F01299 |
| Exits Load | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 1.92% | 1.76% |
| 6 Month | 10.63% | 16.15% |
| 1 Year | 9.04% | 15.08% |
| 3 Year | 18.15% | 24.55% |
| 5 Year | 18.59% | 23.08% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 7.04% | 6.75% |
| 1 Year | 26.06% | 34.29% |
| 3 Year | 20.57% | 23.45% |
| 5 Year | 18.05% | 23.32% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.75% | 12.95% |
| 3 Year | 17.87% | 17.06% |
| 5 Year | 20.09% | 16.4% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.49% | 15.94% |
| Sharp | 0.87% | 0.99% |
| Beta | 0.99% | - |
| Alpha | 2.31% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Sachin Trivedi |
| Total AUM | ₹361932 Cr | ₹7301 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 15.73 | 7.02 |
| Large Cap | 50.26 | 72.35 |
| Small Cap | 23.48 | 12.31 |
| Mid Cap | 10.53 | 8.33 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.85 | 7.02 |
| Energy | 1.85 | - |
| Technology | 10.16 | - |
| Consumer Cyclical | 17.34 | 79.11 |
| Healthcare | 7.18 | - |
| Basic Materials | 10.91 | - |
| Financial Services | 24.28 | - |
| Industrials | 9.11 | 13.88 |
| Communication Services | 7.63 | - |
| Consumer Defensive | 4.97 | - |
| Real Estate | 2.08 | - |
| Utilities | 0.64 | - |
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