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UTI vs Aditya Birla Sun Life Frontline Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Large Cap Fund-Growth

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tortoise-icon UTI - Master Share-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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