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Aditya Birla Sun Life MNC Fund vs UTI compare

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tortoise-icon Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

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tortoise-icon UTI - MNC 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 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 5.28% 5.07%
6 Month -17.65% -17.46%
1 Year 4.69% 1.86%
3 Year 9.92% 12.05%
5 Year 14.04% 17.4%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life MNC Fund - Growth - Regular Plan UTI - MNC Fund - Regular Plan - Growth Option
6 Month -9.27% -8.61%
1 Year -18.48% -17.5%
3 Year 8.2% 8.22%
5 Year 8.69% 10.67%

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% 0.26%
Beta - 0.84%
Alpha - -1.93%

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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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