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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) ₹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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