Aditya Birla Sun Life Special Opportunities Fund vs UTI compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Invest NowUTI-Transpotation and Logistics Fund-Growth Option
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities 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) | ₹774 Cr | ₹3478 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Oct 2020 | 30 Jul 2005 |
Category | Other Themes | Thematic Transportation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | Nifty Transportation & Logistics TRI |
Turn Over | 72% | 14% |
Expense Ratio | 2.38 | 1.93 |
Manager | Dhaval Joshi | Sachin Trivedi |
ISIN Code | INF209KB1T46 | INF789F01299 |
Exits Load | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 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 |
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Month | 2.04% | -0.8% |
6 Month | 4.07% | -10.71% |
1 Year | 22.85% | 20.42% |
3 Year | 15.4% | 24.38% |
5 Year | - | 21.76% |
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 15.01% | 0.97% |
3 Year | 22.19% | 24.38% |
5 Year | - | 25.73% |
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
1 Year | 17.29% | 13.71% |
3 Year | 18.03% | 15.14% |
5 Year | - | 14.74% |
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Standard Deviation | 13.56% | 14.14% |
Sharp | 0.85% | 1.69% |
Beta | 1% | 0.94% |
Alpha | -0.29% | -1.54% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Name | Dhaval Joshi | Sachin Trivedi |
Total AUM | ₹361932 Cr | ₹7301 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 4.78 | 4.07 |
Large Cap | 54.41 | 73.25 |
Small Cap | 22.87 | 8.18 |
Mid Cap | 17.96 | 14.49 |
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
---|---|---|
Others | 2.16 | 4.07 |
Materials | 4.89 | - |
Automobile | 9.34 | - |
Energy | 2.15 | - |
Technology | 9.59 | - |
Metals & Mining | 3.85 | - |
Financial | 24.04 | - |
Healthcare | 8.8 | - |
Chemicals | 2.77 | - |
Services | 7.94 | - |
Consumer Discretionary | 3.11 | - |
Consumer Staples | 5.34 | - |
Construction | 3.99 | - |
Capital Goods | 2.67 | - |
Communication | 7.22 | - |
Insurance | 1.3 | - |
Textiles | 0.86 | - |
Auto Components | - | 18.94 |
Transport Services | - | 8 |
Agricultural, Commercial & Construction Vehicles | - | 2.04 |
Automobiles | - | 57.44 |
Industrial Products | - | 0.91 |
Transport Infrastructure | - | 5.68 |
Retailing | - | 2.38 |
Finance | - | 0.42 |
Commercial Services & Supplies | - | 0.11 |
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