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
Overview
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) | ₹629 Cr | ₹3334 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Dec 2020 | 30 Jul 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 | 2.41 | 1.96 |
Manager | Dhaval Gala | Sachin Trivedi |
ISIN Code | INF209KB1U43 | INF789F01299 |
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 | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 3.66% | 4.07% |
6 Month | -14.32% | -20.38% |
1 Year | 9.26% | -2.02% |
3 Year | 7.9% | 21.14% |
5 Year | - | 32.58% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | -6.58% | -7.12% |
1 Year | -7.1% | -20.15% |
3 Year | 12.63% | 15.22% |
5 Year | - | 20.25% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 15.46% | 13.92% |
3 Year | 11.92% | 15.53% |
5 Year | - | 15.12% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 14.714% | 16.395% |
Sharp | 0.235% | 0.801% |
Beta | 0.98% | - |
Alpha | -1.517% | - |
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Fund Managers
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 |
Funds Managed | 7 | 3 |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 3.16 | 4.64 |
Large Cap | 69.87 | 75.46 |
Mid Cap | 17.77 | 8.44 |
Small Cap | 9.2 | 11.46 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 2.11 | 4.64 |
Technology | 23.14 | - |
Consumer Defensive | 5.42 | - |
Financial Services | 31 | - |
Healthcare | 0.3 | - |
Consumer Cyclical | 20.99 | 79.46 |
Real Estate | 2.51 | - |
Utilities | 1.72 | - |
Industrials | 7.07 | 15.9 |
Communication Services | 3.5 | - |
Basic Materials | 2.25 | - |
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