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Aditya Birla Sun Life Special Opportunities Fund vs UTI compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| 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) | ₹732 Cr | ₹3334 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 | 2.4 | 1.96 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 5.94% | 4.46% |
| 6 Month | -12.75% | -21.32% |
| 1 Year | 10.01% | -1.46% |
| 3 Year | 13.71% | 22.63% |
| 5 Year | - | 31.49% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -4.86% | -7.12% |
| 1 Year | -7.44% | -20.15% |
| 3 Year | 15.84% | 15.22% |
| 5 Year | - | 20.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 17.62% | 13.92% |
| 3 Year | 17.72% | 15.53% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.687% | 16.395% |
| Sharp | 0.532% | 0.801% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme 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 |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 8.65 | 4.64 |
| Large Cap | 49.95 | 75.46 |
| Small Cap | 23.14 | 11.46 |
| Mid Cap | 18.25 | 8.44 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 5.81 | 4.64 |
| Energy | 1.85 | - |
| Technology | 12.66 | - |
| Healthcare | 8.66 | - |
| Basic Materials | 13.04 | - |
| Financial Services | 22.13 | - |
| Consumer Cyclical | 16.47 | 79.46 |
| Industrials | 4.8 | 15.9 |
| Consumer Defensive | 4.65 | - |
| Communication Services | 6.88 | - |
| Real Estate | 2.18 | - |
| Utilities | 0.84 | - |
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