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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
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) | ₹629 Cr | ₹3253 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 |
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 | 5.2% | 6.23% |
| 6 Month | -13.23% | -16.51% |
| 1 Year | 11.79% | 2.31% |
| 3 Year | 9.47% | 9.19% |
| 5 Year | - | 22.58% |
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 | -6.58% | -7.74% |
| 1 Year | -7.1% | -16.45% |
| 3 Year | 12.63% | 8.58% |
| 5 Year | - | 12.85% |
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 | 15.46% | 13.97% |
| 3 Year | 11.92% | 13.84% |
| 5 Year | - | 14.38% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.714% | 12.5% |
| Sharp | 0.235% | 0.18% |
| Beta | 0.98% | 0.87% |
| Alpha | -1.517% | -0.47% |
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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 |
| Funds Managed | 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 | 3.16 | 6.72 |
| Large Cap | 69.87 | 42.48 |
| Mid Cap | 17.77 | 35.24 |
| Small Cap | 9.2 | 15.55 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.11 | 6.72 |
| Technology | 23.14 | 17.43 |
| Consumer Defensive | 5.42 | 11.79 |
| Financial Services | 31 | - |
| Healthcare | 0.3 | 15.05 |
| Consumer Cyclical | 20.99 | 11.39 |
| Real Estate | 2.51 | - |
| Utilities | 1.72 | 3.91 |
| Industrials | 7.07 | 15.26 |
| Communication Services | 3.5 | - |
| Basic Materials | 2.25 | 12.47 |
| Energy | - | 5.98 |
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