Aditya Birla Sun Life Special Opportunities Fund vs UTI compare

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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UTI-Transpotation and Logistics Fund-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 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)	₹913 Cr	₹4084 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-1.99%	-3.71%
6 Month	6.62%	6.98%
1 Year	15.85%	18.36%
3 Year	20.93%	23.71%
5 Year	17.73%	20.73%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	4.3%	1.89%
1 Year	22.73%	26.73%
3 Year	18.71%	20.38%
5 Year	17.14%	21.84%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.77%	13.15%
3 Year	17.99%	17.37%
5 Year	18.8%	16.65%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.25%	15.97%
Sharp	0.97%	0.98%
Beta	0.99%	0.96%
Alpha	3.25%	-2.32%

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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	19.99	6.61
Large Cap	48.9	73.32
Small Cap	20.94	11.86
Mid Cap	10.17	8.21

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	3.75	3.84
Energy	1.85	-
Technology	9.41	-
Consumer Cyclical	17.28	82.23
Healthcare	5.49	-
Consumer Defensive	6.35	-
Basic Materials	9.66	-
Financial Services	28.32	-
Industrials	8.16	13.93
Communication Services	7.95	-
Real Estate	1.78	-