UTI vs Aditya Birla Sun Life Special Opportunities Fund compare

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

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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)	₹863 Cr	₹4008 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	Other Themes
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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	0.54%	0.04%
6 Month	6.74%	11.98%
1 Year	6.74%	12.89%
3 Year	18.01%	24.1%
5 Year	18.07%	22.79%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	6.03%	5.7%
1 Year	25.03%	32.08%
3 Year	19.88%	22.67%
5 Year	17.56%	22.84%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.75%	12.95%
3 Year	17.87%	17.06%
5 Year	20.09%	16.4%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.48%	15.88%
Sharp	0.86%	1.04%
Beta	1.00%	-
Alpha	3.02%	-

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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	15.73	7.02
Large Cap	50.26	72.35
Small Cap	23.48	12.31
Mid Cap	10.53	8.33

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Others	3.85	7.02
Energy	1.85	-
Technology	10.16	-
Consumer Cyclical	17.34	79.11
Healthcare	7.18	-
Basic Materials	10.91	-
Financial Services	24.28	-
Industrials	9.11	13.88
Communication Services	7.63	-
Consumer Defensive	4.97	-
Real Estate	2.08	-
Utilities	0.64	-