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Tata Ethical Fund vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - 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 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) ₹1115 Cr ₹3698 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 1.93
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 -1.4% 1.82%
6 Month 4.78% 2.69%
1 Year 0.12% -5.22%
3 Year 17.76% 10.59%
5 Year 16.25% 14.97%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month 2.27% 2.22%
1 Year 15.31% 8.2%
3 Year 15.93% 7.65%
5 Year 15.4% 9.79%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 11.03% 14.74%
3 Year 13.43% 16.14%
5 Year 11.87% 16.09%

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 0.82% 0.41%
Beta 0.95% 0.86%
Alpha -2.3% -0.15%

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 6.4 8.63
Large Cap 40.7 48.64
Small Cap 26.48 12.96
Mid Cap 26.42 29.76

Sector Allocation

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 1.16 8.55
Energy 5.24 4.11
Industrials 24.99 12.6
Healthcare 10.21 12.29
Basic Materials 21.6 11.57
Technology 1.3 22.14
Consumer Cyclical 30.19 14.39
Consumer Defensive 4.57 10.38
Utilities 0.75 3.97

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