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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs UTI compare

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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