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) | ₹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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