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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) ₹31451 Cr ₹13399 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 0.92% 0.98%
6 Month 4.03% 3.62%
1 Year 9.04% 8.57%
3 Year 16.52% 14.01%
5 Year 15.97% 13.59%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth UTI - Master Share-Growth Option
6 Month 1.48% 1.51%
1 Year 11.6% 10.15%
3 Year 13.84% 11.75%
5 Year 14.2% 11.74%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth UTI - Master Share-Growth Option
1 Year 17.56% 11.31%
3 Year 15.51% 12.23%
5 Year 15.26% 13.36%

Risk Management

Scheme Name Aditya Birla Sun Life Large Cap Fund-Growth UTI - Master Share-Growth Option
Standard Deviation 11.64% 11.82%
Sharp 0.75% 0.56%
Beta 0.94% 0.89%
Alpha 1.33% -0.73%

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 7.59 7.37
Large Cap 82.73 83.06
Mid Cap 3.15 8.72
Small Cap 6.53 0.85

Sector Allocation

Scheme Name

Aditya Birla Sun Life Large Cap Fund-Growth

UTI - Master Share-Growth Option

Others 3.37 1.42
Communication Services 4.83 4.97
Energy 5.58 6.95
Industrials 8.67 10.13
Technology 9.33 12.82
Consumer Cyclical 13.18 11.54
Consumer Defensive 7.25 8.89
Financial Services 34.58 33.73
Basic Materials 4.4 5.44
Healthcare 5.29 3.06
Real Estate 1.24 -
Utilities 2.28 1.04

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