UTI vs Aditya Birla Sun Life Manufacturing Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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tortoise-icon UTI-Transpotation and Logistics Fund-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 Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Fund Aditya Birla Sun Life Manufacturing Equity 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) ₹1108 Cr ₹3435 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Jan 2015 01 Aug 2005
Category Manufacturing Thematic Transportation
Fund Type Open Ended Open Ended
Benchmark BSE India Manufacturing TRI Nifty Transportation & Logistics TRI
Turn Over 19% 14%
Expense Ratio 2.31 1.91
Manager Harish Krishnan Sachin Trivedi
ISIN Code INF209KA1YH6 INF789F01299
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Month -8.66% -7.78%
6 Month 6.14% -2.18%
1 Year 35.42% 30.92%
3 Year 16.26% 21.46%
5 Year 19.3% 21.96%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
6 Month - -
1 Year 27.27% 14.31%
3 Year 27.08% 28.6%
5 Year 23.04% 27.6%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.94% 13.71%
3 Year 12.35% 15.14%
5 Year 10.11% 14.74%

Risk Management

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation 13.2% 14.14%
Sharp 0.83% 1.69%
Beta 0.86% 0.94%
Alpha -1.12% -1.54%

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Fund Managers

Scheme Name Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option
Name Harish Krishnan Sachin Trivedi
Total AUM ₹26655 Cr ₹7301 Cr
Fund Manage 4 3
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth UTI-Transpotation and Logistics Fund-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.14 6.08
Large Cap 46.89 63.32
Mid Cap 24.48 25.01
Small Cap 25.54 5.59

Sector Allocation

Scheme Name

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

UTI-Transpotation and Logistics Fund-Growth Option

Others 3.13 6.01
Energy 5.22 0.1
Materials 4.21 -
Construction 8.24 -
Consumer Staples 16.87 -
Metals & Mining 14.66 0.88
Healthcare 7.34 -
Automobile 14.93 74.8
Consumer Discretionary 6.65 -
Services 0.44 14.01
Capital Goods 15.42 3.3
Textiles 2.07 -
Chemicals 0.87 -
Financial - 0.9

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