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UTI vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-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 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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