UTI vs Aditya Birla Sun Life Manufacturing Equity Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1070 Cr | ₹3968 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Feb 2015 | 30 Jul 2005 |
| Category | Manufacturing | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 19% | 14% |
| Expense Ratio | 2.25 | 1.96 |
| Manager | Harish Krishnan | Sachin Trivedi |
| ISIN Code | INF209KA1YH6 | INF789F01299 |
| Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.79% | -0.34% |
| 6 Month | 14.74% | 21.02% |
| 1 Year | 2.19% | 14.41% |
| 3 Year | 18.86% | 23.19% |
| 5 Year | 19.85% | 26.66% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 5.75% | 8.31% |
| 1 Year | 19.29% | 32.06% |
| 3 Year | 18.61% | 23.6% |
| 5 Year | 16.88% | 23.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.85% | 12.93% |
| 3 Year | 13.15% | 16.46% |
| 5 Year | 11.74% | 16.16% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.2% | 15.94% |
| Sharp | 0.82% | 0.99% |
| Beta | 0.94% | - |
| Alpha | -2.43% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Harish Krishnan | Sachin Trivedi |
| Total AUM | ₹26655 Cr | ₹7301 Cr |
| Funds Managed | 4 | 3 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Large Cap | 40.42 | 73.23 |
| Small Cap | 31.7 | 12.53 |
| Mid Cap | 27.89 | 8.09 |
| Others | - | 6.15 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.2 | 6.15 |
| Petroleum Products | 5.01 | - |
| Construction | 2.77 | - |
| Pharmaceuticals & Biotechnology | 8.83 | - |
| Consumer Durables | 9.37 | - |
| Non - Ferrous Metals | 4.9 | - |
| Industrial Manufacturing | 4.09 | - |
| Auto Components | 12.75 | - |
| Ferrous Metals | 5.55 | - |
| Automobiles | 12.54 | - |
| Healthcare Equipment & Supplies | 0.25 | - |
| Electrical Equipment | 3.12 | - |
| Industrial Products | 13.58 | - |
| Chemicals & Petrochemicals | 2.89 | - |
| Diversified Metals | 2.56 | - |
| Aerospace & Defense | 2.56 | - |
| Minerals & Mining | 1.43 | - |
| Fertilizers & Agrochemicals | 0.82 | - |
| Beverages | 4.61 | - |
| Textiles & Apparels | 1.18 | - |
| Consumer Cyclical | - | 79.22 |
| Industrials | - | 14.63 |
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