Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life MNC Fund vs UTI compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI - MNC Fund - Regular Plan - Growth Option

Invest Now

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.78%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.83%

Compare Now

ICICI Prudential Regular Savings Fund - Plan - Growth ICICI Prudential Regular Savings Fund - Plan - Growth

3Y Returns9.56%

VS

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns8.11%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns18.63%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns13.1%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns6.77%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns8.07%

Compare Now
Add to Cart Successfully