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) | ₹1062 Cr | ₹3565 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 | Thematic Transportation |
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 | -0.68% | 4.8% |
6 Month | 12.74% | 21.24% |
1 Year | -4.34% | 1.21% |
3 Year | 18.27% | 22.64% |
5 Year | 17.71% | 25.73% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | 3.32% | 8.6% |
1 Year | 0.48% | 13.43% |
3 Year | 15.62% | 19.97% |
5 Year | 15.18% | 21.43% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 12.15% | 13.18% |
3 Year | 13.01% | 16.2% |
5 Year | 11.57% | 15.92% |
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% | 16.16% |
Sharp | 0.81% | 0.88% |
Beta | 0.94% | - |
Alpha | -2.07% | - |
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 | 3.95 | 4.23 |
Large Cap | 38.49 | 74.01 |
Small Cap | 31.2 | 12.99 |
Mid Cap | 26.36 | 8.78 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 1.51 | 4.23 |
Energy | 5.14 | - |
Industrials | 29.67 | 16.81 |
Healthcare | 9.36 | - |
Basic Materials | 21.16 | - |
Technology | 1.36 | - |
Consumer Cyclical | 26.55 | 78.96 |
Consumer Defensive | 5.25 | - |
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