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UTI vs Aditya Birla Sun Life MNC Fund compare

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tortoise-icon Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

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tortoise-icon UTI - MNC Fund - Regular Plan - 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 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) ₹3775 Cr ₹2867 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 -0.08% -0.26%
6 Month 10.42% 5.74%
1 Year -3.57% -6.2%
3 Year 13.3% 12.32%
5 Year 13.66% 14.83%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MNC Fund - Growth - Regular Plan UTI - MNC Fund - Regular Plan - Growth Option
6 Month 9.69% 5.97%
1 Year 10.03% 2.62%
3 Year 14.86% 11.8%
5 Year 12.33% 12.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life MNC Fund - Growth - Regular Plan UTI - MNC Fund - Regular Plan - Growth Option
1 Year 13.74% 13.44%
3 Year 13.75% 13.27%
5 Year 19.4% 14.98%

Risk Management

Scheme Name Aditya Birla Sun Life MNC Fund - Growth - Regular Plan UTI - MNC Fund - Regular Plan - Growth Option
Standard Deviation 14.63% 10.19%
Sharp 0.68% 0.75%
Beta 0.88% 0.86%
Alpha -0.86% -1.36%

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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 5.66 7.43
Large Cap 24.89 46.74
Mid Cap 29.59 19.29
Small Cap 39.86 26.54

Sector Allocation

Scheme Name

Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

UTI - MNC Fund - Regular Plan - Growth Option

Others 1.48 4.27
Industrials 18.13 13.66
Financial Services 8.17 5.25
Consumer Cyclical 26.21 20.69
Consumer Defensive 16.91 20.67
Healthcare 14.07 15.76
Technology 4.63 10.81
Utilities 1.17 0.99
Basic Materials 9.23 7.91

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