Aditya Birla Sun Life Manufacturing Equity Fund vs Tata Ethical Fund compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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tortoise-icon Tata Ethical Fund-Regular Plan - 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 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 Very High
Asset Size (Cr) ₹1108 Cr ₹2817 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Jan 2015 24 May 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 2.31 1.95
Manager Harish Krishnan Abhinav Sharma
ISIN Code INF209KA1YH6 INF277K01956
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 0.50% if redeemed within 90 days./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 5.17% 3.19%
6 Month 32.1% 23.58%
1 Year 47.33% 33.21%
3 Year 18.66% 15.68%
5 Year 23.12% 23.75%

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 22.51% 14.81%
3 Year 45.49% 31.9%
5 Year 76.88% 69.56%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 22.57% 22.58%
3 Year 54.88% 52.72%
5 Year 83.78% 75.06%

Risk Management

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 13.2% 12.5%
Sharp 0.84% 0.78%
Beta 0.94% 0.87%
Alpha -0.27% 1.32%

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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 3.14 7.3
Large Cap 46.89 44.12
Mid Cap 24.48 34.61
Small Cap 25.54 13.97

Sector Allocation

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

Tata Ethical Fund-Regular Plan - Growth Option

Others 3.13 6.24
Energy 5.22 4.5
Materials 4.21 9.23
Construction 8.24 -
Consumer Staples 16.87 10.41
Metals & Mining 14.66 3.57
Healthcare 7.34 10.15
Automobile 14.93 3.17
Consumer Discretionary 6.65 2.33
Services 0.44 1.22
Capital Goods 15.42 14.79
Textiles 2.07 2.19
Chemicals 0.87 6.1
Technology - 22.83
Communication - 1.22
Diversified - 2.05

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