UTI vs Aditya Birla Sun Life Frontline Equity Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
UTI - Master Share-Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹29867 Cr | ₹12948 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 30 Aug 2002 | 30 Jul 2005 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | BSE 100 |
Turn Over | 45% | 17% |
Expense Ratio | 1.65 | 1.76 |
Manager | Dhaval Joshi | Karthikraj Lakshmanan |
ISIN Code | INF209K01BR9 | INF789F01976 |
Exits Load | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Month | 2.74% | 3.29% |
6 Month | 14.47% | 13.26% |
1 Year | -0.11% | -1.79% |
3 Year | 15.77% | 12.94% |
5 Year | 19.55% | 17.24% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 3.14% | 3.25% |
1 Year | 10.63% | 9.71% |
3 Year | 14.75% | 12.47% |
5 Year | 14.78% | 12.27% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
1 Year | 17.99% | 11.69% |
3 Year | 15.49% | 12.17% |
5 Year | 15.13% | 13.23% |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
Standard Deviation | 11.64% | 11.82% |
Sharp | 0.71% | 0.52% |
Beta | 0.94% | 0.88% |
Alpha | 1.67% | -0.44% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
---|---|---|
Name | Dhaval Joshi | Karthikraj Lakshmanan |
Total AUM | ₹361932 Cr | ₹14959 Cr |
Funds Managed | 55 | 2 |
Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 7.51 | 8 |
Large Cap | 81.26 | 83.79 |
Mid Cap | 3.73 | 7.39 |
Small Cap | 7.5 | 0.82 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
UTI - Master Share-Growth Option |
---|---|---|
Others | 4.78 | 3.67 |
Communication Services | 4.58 | 4.81 |
Energy | 5.28 | 5.48 |
Industrials | 9.99 | 8.6 |
Technology | 8.19 | 11.25 |
Consumer Cyclical | 12.53 | 11.7 |
Basic Materials | 4.95 | 3.98 |
Consumer Defensive | 7.41 | 10.57 |
Financial Services | 32.97 | 34.1 |
Healthcare | 5.6 | 4.5 |
Utilities | 2.43 | 1.33 |
Real Estate | 1.29 | - |
Top Comparisons
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns28.61%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns29.68%
Franklin India Balanced Advantage Fund- Growth
3Y Returns13.25%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.76%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.79%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns16.25%
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.51%
Mirae Asset Money Market Fund Regular Growth
3Y Returns7.12%