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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Get Free Experts GuidanceScheme 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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