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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 Best SIP Best SIP
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 4.03% 0.3%
6 Month 14.72% 21.87%
1 Year 1.85% 15.06%
3 Year 19.27% 23.23%
5 Year 19.76% 27.24%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 2.06% 7.7%
1 Year 11.65% 31.08%
3 Year 16.06% 23.3%
5 Year 15.43% 23.04%

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 15.52% 15.94%
Sharp 0.80% 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

Others 5.4 6.15
Large Cap 40.63 73.23
Small Cap 27.4 12.53
Mid Cap 26.57 8.09

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
Energy 5.01 -
Industrials 27.3 14.63
Healthcare 9.08 -
Basic Materials 21.41 -
Technology 1.26 -
Consumer Cyclical 30.12 79.22
Consumer Defensive 4.61 -

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