- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹896 Cr | ₹4067 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 | 0.26% | 0.19% |
| 6 Month | 10.14% | 15.28% |
| 1 Year | 7.72% | 14.38% |
| 3 Year | 18.77% | 24.24% |
| 5 Year | 18.22% | 23.05% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 4.93% | 4.76% |
| 1 Year | 24.18% | 31.48% |
| 3 Year | 19.63% | 22.16% |
| 5 Year | 17.36% | 22.37% |
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 | 13.48% | 15.88% |
| Sharp | 0.86% | 1.04% |
| Beta | 1.00% | - |
| Alpha | 3.02% | - |
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 | - |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns23.48%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.58%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.98%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.23%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.42%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns17.9%
Franklin India Government Securities Fund - Growth
3Y Returns5.96%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.34%
