UTI vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
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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