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) | ₹1043 Cr | ₹3601 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 | 6.28% | 4.31% |
6 Month | 18.47% | 11.95% |
1 Year | -3.27% | -10.51% |
3 Year | 19.02% | 12.1% |
5 Year | 18.31% | 17.2% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 7.18% | 3.53% |
1 Year | 13.76% | 3.64% |
3 Year | 18.61% | 9.24% |
5 Year | 16.79% | 11.24% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 12.15% | 13.53% |
3 Year | 13.01% | 13.59% |
5 Year | 11.57% | 14.6% |
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 | 0.7% | 0.41% |
Beta | 0.94% | 0.85% |
Alpha | -2.26% | -0.36% |
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 | 5.29 | 9.93 |
Large Cap | 39.54 | 45.94 |
Small Cap | 28.33 | 14.53 |
Mid Cap | 26.84 | 29.61 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 0.89 | 9.93 |
Energy | 5.11 | 4.9 |
Industrials | 27.53 | 12.2 |
Healthcare | 9.41 | 13.05 |
Basic Materials | 21.04 | 9.86 |
Technology | 1.3 | 21.47 |
Consumer Cyclical | 29.92 | 13.49 |
Consumer Defensive | 4.81 | 11.15 |
Utilities | - | 3.95 |
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