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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns26.73%
HSBC Midcap Fund - Regular Growth
3Y Returns24.08%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns13.52%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns13.65%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns14.83%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.42%
ICICI Prudential Gilt Fund - Growth
3Y Returns8.63%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7%