Aditya Birla Sun Life MNC Fund vs UTI compare
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
UTI - MNC Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3531 Cr | ₹2790 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Dec 1999 | 30 Jul 2005 |
Category | MNC Themes | MNC Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY MNC TRI | NIFTY MNC TRI |
Turn Over | 14% | 5% |
Expense Ratio | 2 | 2.04 |
Manager | Dhaval Joshi | Karthikraj Lakshmanan |
ISIN Code | INF209K01322 | INF789F01844 |
Exits Load | Aditya Birla Sun Life MNC Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI MNC Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.55% | 4.13% |
6 Month | -16.07% | -14.44% |
1 Year | 3.16% | 1.11% |
3 Year | 8.51% | 10.48% |
5 Year | 12.46% | 14.75% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.84% | -4.41% |
1 Year | -15.71% | -15.77% |
3 Year | 8.54% | 8.24% |
5 Year | 8.82% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.01% | 13.68% |
3 Year | 14.22% | 13.45% |
5 Year | 19.6% | 14.95% |
Risk Management
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.405% | 10.19% |
Sharp | 0.171% | 0.32% |
Beta | - | 0.84% |
Alpha | - | -2.06% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Karthikraj Lakshmanan |
Total AUM | ₹361932 Cr | ₹14959 Cr |
Funds Managed | 55 | 2 |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan | UTI - MNC Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.4 | 5.06 |
Large Cap | 25.73 | 47.28 |
Mid Cap | 31.65 | 21.83 |
Small Cap | 41.22 | 25.84 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan |
UTI - MNC Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.71 | 5.06 |
Industrials | 20.93 | 14.55 |
Financial Services | 8.51 | 5.73 |
Consumer Cyclical | 25.46 | 22.04 |
Consumer Defensive | 18.87 | 21.07 |
Healthcare | 13.12 | 13.81 |
Basic Materials | 8.17 | 8.38 |
Communication Services | 0.4 | - |
Technology | 3.84 | 9.36 |
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