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) | ₹1043 Cr | ₹3741 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 | 5.24% | 7.5% |
6 Month | 16.18% | 30.29% |
1 Year | -1.94% | 6.48% |
3 Year | 19.17% | 23.86% |
5 Year | 18.34% | 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 | 7.18% | 15.61% |
1 Year | 13.76% | 37.02% |
3 Year | 18.61% | 25.8% |
5 Year | 16.79% | 24.54% |
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% | 16.10% |
Sharp | 0.7% | 0.86% |
Beta | 0.94% | - |
Alpha | -2.26% | - |
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 | 5.29 | 5.29 |
Large Cap | 39.54 | 74.15 |
Small Cap | 28.33 | 12.63 |
Mid Cap | 26.84 | 7.93 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 0.89 | 5.29 |
Energy | 5.11 | - |
Industrials | 27.53 | 15.07 |
Healthcare | 9.41 | - |
Basic Materials | 21.04 | - |
Technology | 1.3 | - |
Consumer Cyclical | 29.92 | 79.64 |
Consumer Defensive | 4.81 | - |
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