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 | ₹1000 | ₹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 | 1.49% | -0.51% |
| 6 Month | 20.49% | 23.56% |
| 1 Year | 35.26% | 57.19% |
| 3 Year | 12.67% | 33.46% |
| 5 Year | - | 27.76% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.1% | 29.95% |
| 3 Year | 25.35% | 70.77% |
| 5 Year | 29.79% | 121.33% |
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 11.61% | 29.03% |
| 3 Year | 31.83% | 82.61% |
| 5 Year | 34.17% | 125.14% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns10.09%
HSBC Credit Risk Fund - Regular Growth
3Y Returns4.01%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.04%
Mirae Asset Liquid Fund - Growth
3Y Returns5.94%
HDFC Small Cap Fund - Growth Option
3Y Returns27.36%
IDBI Small Cap Fund Growth Regular
3Y Returns27.8%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns5.97%
HSBC Liquid Fund - Regular Growth
3Y Returns5.94%