UTI vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
UTI-Transpotation and Logistics Fund-Growth Option
Chart 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) | ₹755 Cr | ₹3435 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 01 Aug 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 | 1.91 |
| Manager | Dhaval Joshi | Sachin Trivedi |
| ISIN Code | INF209KB1T46 | INF789F01299 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 1.75% | -0.51% |
| 6 Month | 20.45% | 23.56% |
| 1 Year | 44.02% | 57.19% |
| 3 Year | 18.29% | 33.46% |
| 5 Year | - | 27.76% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.49% | 29.95% |
| 3 Year | 37.16% | 70.77% |
| 5 Year | 47.11% | 121.33% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 17.22% | 13.7% |
| 3 Year | 17.99% | 15.21% |
| 5 Year | - | 14.71% |
| 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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| 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 |
| 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 | 6.08 |
| Large Cap | 54.41 | 63.32 |
| Small Cap | 22.87 | 5.59 |
| Mid Cap | 17.96 | 25.01 |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.16 | 6.01 |
| Materials | 4.89 | - |
| Automobile | 9.34 | 74.8 |
| Energy | 2.15 | 0.1 |
| Technology | 9.59 | - |
| Metals & Mining | 3.85 | 0.88 |
| Financial | 24.04 | 0.9 |
| Healthcare | 8.8 | - |
| Chemicals | 2.77 | - |
| Services | 7.94 | 14.01 |
| Consumer Discretionary | 3.11 | - |
| Consumer Staples | 5.34 | - |
| Construction | 3.99 | - |
| Capital Goods | 2.67 | 3.3 |
| Communication | 7.22 | - |
| Insurance | 1.3 | - |
| Textiles | 0.86 | - |
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