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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) | ₹777 Cr | ₹3447 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 | Thematic Transportation |
| 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 | 4.07% | 3.93% |
| 6 Month | 3.76% | 3.05% |
| 1 Year | 6.66% | -3.3% |
| 3 Year | 22.03% | 24.25% |
| 5 Year | - | 27.11% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 10.48% | 11.96% |
| 1 Year | 12.65% | 10.1% |
| 3 Year | 20.71% | 21.59% |
| 5 Year | - | 22.77% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 15.84% | 13.52% |
| 3 Year | 17.48% | 15.91% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 16.44% |
| Sharp | 0.78% | 0.94% |
| Beta | 0.99% | - |
| Alpha | 0.31% | - |
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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 | 9.17 | 3.33 |
| Large Cap | 52.08 | 73.39 |
| Small Cap | 24.27 | 13.41 |
| Mid Cap | 14.48 | 9.86 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 3.28 | 3.33 |
| Energy | 1.96 | - |
| Technology | 10.52 | - |
| Healthcare | 8.41 | - |
| Basic Materials | 12.46 | - |
| Financial Services | 23.04 | - |
| Consumer Cyclical | 18.16 | 79.23 |
| Industrials | 6.19 | 17.44 |
| Consumer Defensive | 5.61 | - |
| Communication Services | 7.41 | - |
| Real Estate | 2.22 | - |
| Utilities | 0.75 | - |
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