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) | ₹1105 Cr | ₹4067 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 | -1.02% | -0.26% |
| 6 Month | 7.02% | 15.13% |
| 1 Year | 1.1% | 17.3% |
| 3 Year | 18.37% | 24.29% |
| 5 Year | 15.7% | 23.07% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 0.8% | 2.36% |
| 1 Year | 12.06% | 25.82% |
| 3 Year | 15.56% | 21.53% |
| 5 Year | 15.41% | 22.34% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 10.88% | 13.03% |
| 3 Year | 13.48% | 17.17% |
| 5 Year | 11.94% | 16.47% |
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% | 15.88% |
| Sharp | 0.82% | 1.04% |
| Beta | 0.95% | - |
| Alpha | -2.3% | - |
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 |
|---|---|---|
| Others | 5.73 | 7.81 |
| Large Cap | 41.61 | 72.34 |
| Small Cap | 25.85 | 11.66 |
| Mid Cap | 26.81 | 8.19 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 0.71 | 6 |
| Energy | 5.38 | - |
| Industrials | 24.53 | 13.97 |
| Healthcare | 10.93 | - |
| Basic Materials | 21.08 | - |
| Technology | 1.25 | - |
| Consumer Cyclical | 30.92 | 80.03 |
| Consumer Defensive | 4.49 | - |
| Utilities | 0.7 | - |
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