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) | ₹1058 Cr | ₹3456 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 | 3.02% | 2.83% |
6 Month | -1.22% | -2.39% |
1 Year | 0.43% | -5.13% |
3 Year | 22.47% | 14.94% |
5 Year | 20.69% | 19.98% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 11.34% | 6.82% |
1 Year | 9.28% | 0.1% |
3 Year | 19.79% | 10.78% |
5 Year | 17.66% | 12.86% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 12.71% | 13.66% |
3 Year | 12.86% | 13.52% |
5 Year | 11.25% | 14.51% |
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 | 0.83% | 0.48% |
Beta | 0.93% | 0.87% |
Alpha | -2.14% | -0.97% |
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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 | 0.88 | 9.13 |
Large Cap | 41.52 | 39.88 |
Small Cap | 32.83 | 14.76 |
Mid Cap | 24.79 | 36.23 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 0.88 | 9.13 |
Petroleum Products | 6.24 | 3.95 |
Construction | 6.87 | - |
Pharmaceuticals & Biotechnology | 6.87 | 11.79 |
Consumer Durables | 6.76 | 4.81 |
Non - Ferrous Metals | 4.12 | - |
Industrial Manufacturing | 4.68 | - |
Auto Components | 12.91 | 7.47 |
Ferrous Metals | 5.11 | 1.65 |
Automobiles | 10.91 | 2.16 |
Healthcare Equipment & Supplies | 0.3 | - |
Electrical Equipment | 2.9 | 1.92 |
Industrial Products | 14.86 | 5.02 |
Chemicals & Petrochemicals | 1.51 | 5.09 |
Diversified Metals | 2.42 | - |
Aerospace & Defense | 2.46 | - |
Textiles & Apparels | 2.09 | 1.21 |
Minerals & Mining | 1.41 | - |
Beverages | 6.72 | - |
Fertilizers & Agrochemicals | - | 2.78 |
Diversified FMCG | - | 3.87 |
IT - Software | - | 15.3 |
Healthcare Services | - | 2.81 |
Cement & Cement Products | - | 5.15 |
Personal Products | - | 3.32 |
Gas | - | 5.54 |
IT - Services | - | 0.88 |
Agricultural Food & other Products | - | 2.09 |
Retailing | - | 1.45 |
Food Products | - | 0.8 |
Oil | - | 1.22 |
Diversified | - | 0.59 |
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