ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹680 Cr | ₹3435 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Dec 2020 | 01 Aug 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 18% | 14% |
| Expense Ratio | 2.42 | 1.91 |
| Manager | Dhaval Gala | Sachin Trivedi |
| ISIN Code | INF209KB1U43 | INF789F01299 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -6.16% | -7.78% |
| 6 Month | 12.26% | -2.18% |
| 1 Year | 28.03% | 30.92% |
| 3 Year | 7.04% | 21.46% |
| 5 Year | - | 21.96% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 25.46% | 14.31% |
| 3 Year | 19.37% | 28.6% |
| 5 Year | - | 27.6% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.48% | 13.71% |
| 3 Year | 12.36% | 15.14% |
| 5 Year | - | 14.74% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.18% | 14.14% |
| Sharp | 0.54% | 1.69% |
| Beta | 0.97% | 0.94% |
| Alpha | -1.91% | -1.54% |
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| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Dhaval Gala | Sachin Trivedi |
| Total AUM | ₹23597 Cr | ₹7301 Cr |
| Fund Manage | 7 | 3 |
| ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.42 | 6.08 |
| Large Cap | 65.37 | 63.32 |
| Mid Cap | 18.62 | 25.01 |
| Small Cap | 14.59 | 5.59 |
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 1.42 | 6.01 |
| Technology | 21.22 | - |
| Consumer Staples | 1.87 | - |
| Financial | 28.12 | 0.9 |
| Healthcare | 1.07 | - |
| Automobile | 12.3 | 74.8 |
| Construction | 2.71 | - |
| Capital Goods | 7.21 | 3.3 |
| Insurance | 1 | - |
| Services | 6.56 | 14.01 |
| Materials | 3.65 | - |
| Consumer Discretionary | 8.83 | - |
| Communication | 2.79 | - |
| Textiles | 1.25 | - |
| Energy | - | 0.1 |
| Metals & Mining | - | 0.88 |
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