ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Tata Ethical Fund compare

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - 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 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) ₹680 Cr ₹2817 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 24 Dec 2020 24 May 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 2.42 1.95
Manager Dhaval Gala Abhinav Sharma
ISIN Code INF209KB1U43 INF277K01956
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 1.49% -6.92%
6 Month 20.49% 9.94%
1 Year 35.26% 31.25%
3 Year 12.67% 14.11%
5 Year - 19.61%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 14.1% 14.81%
3 Year 25.35% 31.9%
5 Year 29.79% 69.56%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 12.46% 13.86%
3 Year 12.41% 14.11%
5 Year - 14.3%

Risk Management

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% 0.71%
Beta 0.97% 0.87%
Alpha -1.91% 0.6%

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Fund Managers

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

Market Cap

Scheme Name

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 1.42 7.3
Large Cap 65.37 44.12
Mid Cap 18.62 34.61
Small Cap 14.59 13.97

Sector Allocation

Scheme Name

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 1.42 6.24
Technology 21.22 22.83
Consumer Staples 1.87 10.41
Financial 28.12 -
Healthcare 1.07 10.15
Automobile 12.3 3.17
Construction 2.71 -
Capital Goods 7.21 14.79
Insurance 1 -
Services 6.56 1.22
Materials 3.65 9.23
Consumer Discretionary 8.83 2.33
Communication 2.79 1.22
Textiles 1.25 2.19
Chemicals - 6.1
Metals & Mining - 3.57
Energy - 4.5
Diversified - 2.05

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