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UTI vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund Aditya Birla Sun Life Special Opportunities 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) ₹805 Cr ₹3741 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 30 Jul 2005
Category Other Themes Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty Transportation & Logistics TRI
Turn Over 72% 14%
Expense Ratio 2.4 1.96
Manager Dhaval Joshi Sachin Trivedi
ISIN Code INF209KB1T46 INF789F01299
Exits Load Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month 4.54% 10.25%
6 Month 18.38% 30.26%
1 Year 1.61% 4.35%
3 Year 17.24% 22.55%
5 Year - 26.82%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month 6.94% 15.61%
1 Year 17.59% 37.02%
3 Year 19.54% 25.8%
5 Year - 24.54%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 14.41% 13.18%
3 Year 17.71% 16.2%
5 Year - 15.92%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.58% 16.10%
Sharp 0.71% 0.86%
Beta 0.98% -
Alpha 1.86% -

Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Dhaval Joshi Sachin Trivedi
Total AUM ₹361932 Cr ₹7301 Cr
Funds Managed 55 3
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 11.26 4.23
Large Cap 50.46 74.01
Small Cap 23.56 12.99
Mid Cap 14.72 8.78

Sector Allocation

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 2.49 4.23
Energy 1.86 -
Technology 8.98 -
Healthcare 8.84 -
Basic Materials 12.02 -
Financial Services 22.22 -
Consumer Cyclical 18.26 78.96
Industrials 9.47 16.81
Consumer Defensive 5.35 -
Communication Services 7.41 -
Real Estate 2.4 -
Utilities 0.69 -

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