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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) | ₹812 Cr | ₹3589 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 | -2.26% | 0.43% |
| 6 Month | 5.71% | 6.95% |
| 1 Year | 1.8% | -3.8% |
| 3 Year | 17.39% | 20.4% |
| 5 Year | - | 26.3% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | 5.07% | 8.51% |
| 1 Year | 5.13% | 7.81% |
| 3 Year | 16.93% | 19.1% |
| 5 Year | - | 21.12% |
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 | 13.60% | 16.16% |
| Sharp | 0.81% | 0.88% |
| Beta | 0.98% | - |
| Alpha | 0.77% | - |
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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 | 8.35 | 4.07 |
| Large Cap | 51.51 | 72.71 |
| Small Cap | 23.48 | 13.41 |
| Mid Cap | 16.66 | 9.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.39 | 4.07 |
| Energy | 1.98 | - |
| Technology | 10.49 | - |
| Healthcare | 9.46 | - |
| Basic Materials | 12.71 | - |
| Financial Services | 23 | - |
| Consumer Cyclical | 18.21 | 78.75 |
| Industrials | 6.91 | 17.18 |
| Consumer Defensive | 5.23 | - |
| Communication Services | 7.67 | - |
| Real Estate | 2.17 | - |
| Utilities | 0.76 | - |
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