Tata Ethical Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1112 Cr | ₹3253 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Feb 2015 | 21 Aug 1996 |
Category | Manufacturing | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Manufacturing TRI | Nifty 500 Shariah TRI |
Turn Over | 19% | 11.72% |
Expense Ratio | 2.25 | 1.92 |
Manager | Harish Krishnan | Abhinav Sharma |
ISIN Code | INF209KA1YH6 | INF277K01956 |
Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | 8.34% | 5.51% |
6 Month | -1.08% | -3.31% |
1 Year | 6.59% | 1.26% |
3 Year | 21.12% | 13.79% |
5 Year | 22.87% | 22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | -2.57% | -2.98% |
1 Year | -13.59% | -15.46% |
3 Year | 14.06% | 7.46% |
5 Year | 14.4% | 11.4% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 13.56% | 13.97% |
3 Year | 12.59% | 13.84% |
5 Year | 10.55% | 14.38% |
Risk Management
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.2% | 12.5% |
Sharp | 0.56% | 0.34% |
Beta | 0.92% | 0.86% |
Alpha | -3.19% | -0.44% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Harish Krishnan | Abhinav Sharma |
Total AUM | ₹26655 Cr | ₹5613 Cr |
Funds Managed | 4 | 3 |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.61 | 7.38 |
Large Cap | 41.82 | 40.21 |
Small Cap | 33.21 | 15 |
Mid Cap | 23.36 | 37.41 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.61 | 7.38 |
Petroleum Products | 5.87 | 3.77 |
Auto Components | 10.62 | 6.36 |
Industrial Manufacturing | 6.44 | - |
Pharmaceuticals & Biotechnology | 7.1 | 12.46 |
Construction | 4.39 | - |
Consumer Durables | 7.81 | 6.11 |
Non - Ferrous Metals | 4.32 | 0.44 |
Paper, Forest & Jute Products | 1.08 | - |
Ferrous Metals | 5 | 0.57 |
Electrical Equipment | 4.77 | 1.72 |
Healthcare Equipment & Supplies | 0.33 | - |
Automobiles | 9.1 | 2 |
Industrial Products | 14.38 | 5 |
Chemicals & Petrochemicals | 0.72 | 5.38 |
Agricultural Food & other Products | 1.46 | 2.27 |
Diversified Metals | 2.51 | - |
Aerospace & Defense | 2.08 | - |
Textiles & Apparels | 1.98 | 1.19 |
Minerals & Mining | 1.33 | - |
Beverages | 7.1 | - |
Fertilizers & Agrochemicals | - | 2.67 |
Diversified FMCG | - | 4 |
IT - Software | - | 15.81 |
Healthcare Services | - | 3.17 |
Cement & Cement Products | - | 5.7 |
Personal Products | - | 3.45 |
Gas | - | 5.61 |
IT - Services | - | 0.89 |
Retailing | - | 1.45 |
Food Products | - | 0.8 |
Oil | - | 1.18 |
Diversified | - | 0.62 |
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