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UTI vs Aditya Birla Sun Life MNC Fund compare
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
UTI - MNC Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3682 Cr | ₹2860 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Dec 1999 | 30 Jul 2005 |
| Category | MNC Themes | MNC Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY MNC TRI | NIFTY MNC TRI |
| Turn Over | 14% | 5% |
| Expense Ratio | 2 | 2.04 |
| Manager | Dhaval Joshi | Karthikraj Lakshmanan |
| ISIN Code | INF209K01322 | INF789F01844 |
| Exits Load | Aditya Birla Sun Life MNC Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI MNC 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 MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.23% | 2.29% |
| 6 Month | 12.25% | 12.32% |
| 1 Year | -0.92% | 1.39% |
| 3 Year | 13.46% | 13.87% |
| 5 Year | 12.54% | 15.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.22% | 1.88% |
| 1 Year | 9.79% | 10.7% |
| 3 Year | 11.56% | 10.97% |
| 5 Year | 10.52% | 11.58% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.44% | 13.17% |
| 3 Year | 13.71% | 13.28% |
| 5 Year | 19.11% | 14.97% |
Risk Management
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.72% | 12.27% |
| Sharp | 0.52% | 0.59% |
| Beta | 0.85% | 0.83% |
| Alpha | -0.96% | -0.50% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Karthikraj Lakshmanan |
| Total AUM | ₹361932 Cr | ₹14959 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.1 | 6.79 |
| Large Cap | 27.66 | 48.26 |
| Mid Cap | 28.4 | 17.68 |
| Small Cap | 38.85 | 27.27 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.94 | 4 |
| Industrials | 17.92 | 13.7 |
| Financial Services | 8.33 | 3.58 |
| Consumer Cyclical | 29.06 | 22.29 |
| Consumer Defensive | 17.75 | 19.78 |
| Healthcare | 13.52 | 15.49 |
| Technology | 4.69 | 10.89 |
| Utilities | 0.92 | 0.84 |
| Basic Materials | 6.87 | 8.79 |
| Communication Services | - | 0.65 |
Top Comparisons
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3Y Returns7.08%
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3Y Returns6%
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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
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