Aditya Birla Sun Life Manufacturing Equity Fund vs UTI compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity 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 Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund Aditya Birla Sun Life Manufacturing Equity 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) ₹1209 Cr ₹3478 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Feb 2015 30 Jul 2005
Category Manufacturing Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE India Manufacturing TRI Nifty Transportation & Logistics TRI
Turn Over 19% 14%
Expense Ratio 2.24 1.93
Manager Harish Krishnan Sachin Trivedi
ISIN Code INF209KA1YH6 INF789F01299
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 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 Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -4.5% -3.33%
6 Month -2.93% -11.72%
1 Year 17.14% 12.78%
3 Year 15.47% 20.39%
5 Year 18.06% 20.12%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 4.78% -4.59%
3 Year 21.59% 22.24%
5 Year 19.86% 24.35%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.94% 13.71%
3 Year 12.35% 15.14%
5 Year 10.11% 14.74%

Risk Management

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.2% 14.14%
Sharp 0.77% 1.69%
Beta 0.86% 0.94%
Alpha -0.86% -1.54%

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Fund Managers

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Harish Krishnan Sachin Trivedi
Total AUM ₹26655 Cr ₹7301 Cr
Fund Manage 4 3
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

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

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.91 4.07
Large Cap 38.17 73.25
Small Cap 36.69 8.18
Mid Cap 23.25 14.49

Sector Allocation

Scheme Name

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

UTI-Transpotation and Logistics Fund-Growth Option

Others 1.91 4.07
Petroleum Products 4.04 -
Auto Components 9.88 18.94
Construction 10.38 -
Cement & Cement Products 0.78 -
Consumer Durables 8.34 -
Pharmaceuticals & Biotechnology 7.81 -
Non - Ferrous Metals 2.69 -
Paper, Forest & Jute Products 2.5 -
Industrial Manufacturing 4.1 -
Automobiles 9.11 57.44
Electrical Equipment 5.22 -
Ferrous Metals 3.48 -
Diversified FMCG 1.66 -
Chemicals & Petrochemicals 1.32 -
Industrial Products 12.42 0.91
Agricultural Food & other Products 1.31 -
Diversified Metals 1.08 -
Aerospace & Defense 2.36 -
Textiles & Apparels 1.93 -
Minerals & Mining 1.28 -
Beverages 6.42 -
Transport Services - 8
Agricultural, Commercial & Construction Vehicles - 2.04
Transport Infrastructure - 5.68
Retailing - 2.38
Finance - 0.42
Commercial Services & Supplies - 0.11

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