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) | ₹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 | - | - |
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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 | 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 | - |
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