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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) | ₹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 | 0.48% | -0.01% |
| 6 Month | 1.67% | 1.22% |
| 1 Year | 9.22% | 7.26% |
| 3 Year | 16.1% | 13.55% |
| 5 Year | 14.73% | 12.25% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 4.14% | 3.38% |
| 1 Year | 16.46% | 13.22% |
| 3 Year | 14.45% | 12% |
| 5 Year | 14.38% | 11.69% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 17.48% | 11.27% |
| 3 Year | 15.52% | 12.25% |
| 5 Year | 15.28% | 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 | 0.85% | 0.68% |
| Beta | 0.94% | 0.88% |
| Alpha | 1.31% | -0.4% |
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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