Aditya Birla Sun Life Manufacturing Equity Fund vs Tata Ethical Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1112 Cr | ₹3253 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Feb 2015 | 21 Aug 1996 |
Category | Manufacturing | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Manufacturing TRI | Nifty 500 Shariah TRI |
Turn Over | 19% | 11.72% |
Expense Ratio | 2.25 | 1.92 |
Manager | Harish Krishnan | Abhinav Sharma |
ISIN Code | INF209KA1YH6 | INF277K01956 |
Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | -7.9% | -5.45% |
6 Month | -14.67% | -15.97% |
1 Year | 6.62% | 0.94% |
3 Year | 14.25% | 9.27% |
5 Year | 16.33% | 16.2% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -13.28% | -14.12% |
3 Year | 14.52% | 8.61% |
5 Year | 15.54% | 13.51% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 13.56% | 13.97% |
3 Year | 12.59% | 13.84% |
5 Year | 10.55% | 14.38% |
Risk Management
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.702% | 12.5% |
Sharp | 0.653% | 0.31% |
Beta | - | 0.87% |
Alpha | - | -0.75% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Harish Krishnan | Abhinav Sharma |
Total AUM | ₹26655 Cr | ₹5613 Cr |
Fund Manage | 4 | 3 |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.91 | 7.33 |
Large Cap | 38.17 | 41.54 |
Small Cap | 36.69 | 15 |
Mid Cap | 23.25 | 36.13 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 1.91 | 7.33 |
Petroleum Products | 4.04 | 2.13 |
Auto Components | 9.88 | 6.17 |
Construction | 10.38 | - |
Cement & Cement Products | 0.78 | 4.73 |
Consumer Durables | 8.34 | 5.43 |
Pharmaceuticals & Biotechnology | 7.81 | 12.47 |
Non - Ferrous Metals | 2.69 | 1.1 |
Paper, Forest & Jute Products | 2.5 | - |
Industrial Manufacturing | 4.1 | - |
Automobiles | 9.11 | - |
Electrical Equipment | 5.22 | 4.28 |
Ferrous Metals | 3.48 | - |
Diversified FMCG | 1.66 | 4.49 |
Chemicals & Petrochemicals | 1.32 | 4.69 |
Industrial Products | 12.42 | 6.01 |
Agricultural Food & other Products | 1.31 | 2.27 |
Diversified Metals | 1.08 | - |
Aerospace & Defense | 2.36 | - |
Textiles & Apparels | 1.93 | 1.21 |
Minerals & Mining | 1.28 | - |
Beverages | 6.42 | - |
Fertilizers & Agrochemicals | - | 2.92 |
IT - Software | - | 16.98 |
Healthcare Services | - | 2.99 |
Personal Products | - | 4.12 |
Gas | - | 4.7 |
IT - Services | - | 1.29 |
Retailing | - | 1.7 |
Food Products | - | 0.81 |
Oil | - | 1.45 |
Diversified | - | 0.73 |
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