ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Tata Ethical Fund compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹679 Cr | ₹3202 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Dec 2020 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
| Turn Over | 18% | 11.72% |
| Expense Ratio | 2.41 | 1.92 |
| Manager | Dhaval Gala | Abhinav Sharma |
| ISIN Code | INF209KB1U43 | INF277K01956 |
| Exits Load | Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.61% | 0.06% |
| 6 Month | 8.19% | -0.68% |
| 1 Year | 21.72% | 15.6% |
| 3 Year | 9.62% | 12.02% |
| 5 Year | - | 19.71% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 20.37% | 6.49% |
| 3 Year | 19.45% | 16.25% |
| 5 Year | - | 18.75% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.48% | 13.9% |
| 3 Year | 12.36% | 14.05% |
| 5 Year | - | 14.3% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.18% | 12.5% |
| Sharp | 0.54% | 0.54% |
| Beta | 0.97% | 0.88% |
| Alpha | -1.91% | 0.3% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Gala | Abhinav Sharma |
| Total AUM | ₹23597 Cr | ₹5613 Cr |
| Fund Manage | 7 | 3 |
| ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.42 | 7.33 |
| Large Cap | 65.37 | 41.54 |
| Mid Cap | 18.62 | 36.13 |
| Small Cap | 14.59 | 15 |
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.42 | 7.33 |
| Technology | 21.22 | - |
| Consumer Staples | 1.87 | - |
| Financial | 28.12 | - |
| Healthcare | 1.07 | - |
| Automobile | 12.3 | - |
| Construction | 2.71 | - |
| Capital Goods | 7.21 | - |
| Insurance | 1 | - |
| Services | 6.56 | - |
| Materials | 3.65 | - |
| Consumer Discretionary | 8.83 | - |
| Communication | 2.79 | - |
| Textiles | 1.25 | - |
| Electrical Equipment | - | 4.28 |
| Industrial Products | - | 6.01 |
| Consumer Durables | - | 5.43 |
| Fertilizers & Agrochemicals | - | 2.92 |
| Petroleum Products | - | 2.13 |
| Diversified FMCG | - | 4.49 |
| Pharmaceuticals & Biotechnology | - | 12.47 |
| IT - Software | - | 16.98 |
| Healthcare Services | - | 2.99 |
| Cement & Cement Products | - | 4.73 |
| Chemicals & Petrochemicals | - | 4.69 |
| Auto Components | - | 6.17 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| IT - Services | - | 1.29 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Retailing | - | 1.7 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
Top Comparisons
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns15.53%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.82%
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns16.94%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns16.74%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns24%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.56%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns6.55%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns5.56%