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) | ₹680 Cr | ₹2817 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹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 |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.49% | 5.9% |
| 6 Month | 20.49% | 21.45% |
| 1 Year | 35.26% | 33.76% |
| 3 Year | 12.67% | 16.26% |
| 5 Year | - | 23.76% |
| 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% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.61% | 22.58% |
| 3 Year | 31.83% | 52.72% |
| 5 Year | 34.17% | 75.06% |
| 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% | 0.91% |
| Beta | 0.97% | 0.88% |
| Alpha | -1.91% | 1.52% |
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| 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 |
|---|---|---|
| Large Cap | 65.37 | 44.12 |
| Small Cap | 14.59 | 13.97 |
| Mid Cap | 18.62 | 34.61 |
| Others | 1.42 | 7.3 |
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Technology | 21.22 | 22.83 |
| Financial | 28.12 | - |
| Capital Goods | 7.21 | 14.79 |
| Consumer Discretionary | 8.83 | 2.33 |
| Automobile | 12.3 | 3.17 |
| Communication | 2.79 | 1.22 |
| Services | 6.56 | 1.22 |
| Materials | 3.65 | 9.23 |
| Consumer Staples | 1.87 | 10.41 |
| Construction | 2.71 | - |
| Textiles | 1.25 | 2.19 |
| Insurance | 1 | - |
| Others | 1.42 | 6.24 |
| Healthcare | 1.07 | 10.15 |
| Metals & Mining | - | 3.57 |
| Chemicals | - | 6.1 |
| Energy | - | 4.5 |
| Diversified | - | 2.05 |
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