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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) | ₹30235 Cr | ₹12720 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% | 0.08% |
| 6 Month | 10.9% | 7.3% |
| 1 Year | 2.09% | 0.59% |
| 3 Year | 14.6% | 11.48% |
| 5 Year | 19.23% | 17.08% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 2.93% | 2.08% |
| 1 Year | 5.77% | 3.24% |
| 3 Year | 14.13% | 11.28% |
| 5 Year | 14.67% | 11.82% |
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 | 0.85% | 0.64% |
| Beta | 0.93% | 0.88% |
| Alpha | 1.78% | -0.59% |
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 | 7.15 | 7.81 |
| Large Cap | 81.14 | 83.71 |
| Mid Cap | 3.75 | 7.71 |
| Small Cap | 7.96 | 0.76 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 4.23 | 3.38 |
| Communication Services | 4.45 | 4.97 |
| Energy | 5.82 | 4.98 |
| Industrials | 9.8 | 8.76 |
| Technology | 8.07 | 10.89 |
| Consumer Cyclical | 11.56 | 11.64 |
| Basic Materials | 4.96 | 3.32 |
| Consumer Defensive | 7.1 | 10.43 |
| Financial Services | 34.3 | 35.64 |
| Healthcare | 5.91 | 4.6 |
| Utilities | 2.43 | 1.38 |
| Real Estate | 1.36 | - |
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