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) | ₹30001 Cr | ₹12947 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 | 3.42% | 2.61% |
| 6 Month | 6.96% | 5.63% |
| 1 Year | 6.39% | 6.06% |
| 3 Year | 15.54% | 12.48% |
| 5 Year | 19.28% | 16.69% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 3.69% | 3.12% |
| 1 Year | 14.58% | 11.73% |
| 3 Year | 14.81% | 12.28% |
| 5 Year | 14.68% | 11.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 17.8% | 11.56% |
| 3 Year | 15.45% | 12.17% |
| 5 Year | 15.17% | 13.3% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.64% | 11.82% |
| Sharp | 0.79% | 0.59% |
| Beta | 0.94% | 0.89% |
| Alpha | 1.23% | -1.06% |
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 |
|---|---|---|
| Large Cap | 86.69 | 87.27 |
| Others | 1.46 | 2.68 |
| Mid Cap | 4.33 | 9.25 |
| Small Cap | 7.3 | 0.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 4.22 | 2.68 |
| Telecom - Services | 4.26 | 3.87 |
| Petroleum Products | 5.13 | 4.61 |
| Electrical Equipment | 1.84 | - |
| IT - Software | 8.3 | 11.13 |
| Retailing | 3.39 | 6.65 |
| Cement & Cement Products | 1.69 | 0.99 |
| Personal Products | 2.4 | 1.57 |
| Construction | 4.64 | 3.54 |
| Finance | 5.38 | 4 |
| Diversified FMCG | 2.99 | 2.8 |
| Non - Ferrous Metals | 1.28 | - |
| Banks | 25.46 | 26.51 |
| Pharmaceuticals & Biotechnology | 4.31 | 3.55 |
| Aerospace & Defense | 0.4 | 1.03 |
| Automobiles | 7.04 | 5.14 |
| Insurance | 2.98 | 2.66 |
| Consumer Durables | 3.51 | 3.75 |
| Transport Services | 1.39 | 0.99 |
| Beverages | 0.97 | 0.51 |
| Diversified Metals | 0.53 | 0.93 |
| Oil | 0.11 | 1.03 |
| Food Products | 0.61 | - |
| Entertainment | 0.14 | - |
| Realty | 1.27 | - |
| Industrial Products | 0.5 | 2.66 |
| Auto Components | 0.76 | 1.05 |
| Healthcare Services | 1.09 | 0.77 |
| Fertilizers & Agrochemicals | 0.65 | - |
| Industrial Manufacturing | 0.25 | - |
| Power | 2.29 | 1.38 |
| Ferrous Metals | - | 2.11 |
| Capital Markets | - | 0.98 |
| Agricultural Food & other Products | - | 1.56 |
| Chemicals & Petrochemicals | - | 0.55 |
| Leisure Services | - | 0.97 |
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