Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Special Opportunities Fund vs UTI compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

Invest Now

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) ₹732 Cr ₹3334 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 2.03% 2.06%
6 Month 2.29% 5.04%
1 Year 6.26% -4.79%
3 Year 22.49% 26.71%
5 Year - 27.64%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 6.43% 7.9%
1 Year 6.46% 4.19%
3 Year 18.82% 20.01%
5 Year - 22.02%

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 14.687% 16.395%
Sharp 0.532% 0.801%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 8.65 4.64
Large Cap 49.95 75.46
Small Cap 23.14 11.46
Mid Cap 18.25 8.44

Sector Allocation

Scheme Name

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

UTI-Transpotation and Logistics Fund-Growth Option

Others 5.81 4.64
Energy 1.85 -
Technology 12.66 -
Healthcare 8.66 -
Basic Materials 13.04 -
Financial Services 22.13 -
Consumer Cyclical 16.47 79.46
Industrials 4.8 15.9
Consumer Defensive 4.65 -
Communication Services 6.88 -
Real Estate 2.18 -
Utilities 0.84 -

Top Comparisons

Tata Corporate Bond Fund-Regular Plan-Growth Tata Corporate Bond Fund-Regular Plan-Growth

3Y Returns7.59%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.65%

Compare Now

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns22.4%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns23%

Compare Now

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns21.74%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns23.38%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns20.51%

VS

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns25.33%

Compare Now
Add to Cart Successfully