UTI vs Aditya Birla Sun Life Special Opportunities Fund compare

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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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 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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	-3.1%	-3.11%
6 Month	-9.06%	-16.39%
1 Year	7%	2.36%
3 Year	13.71%	19.83%
5 Year	-	20.63%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-	-
1 Year	-5.57%	-16.17%
3 Year	15.47%	17.14%
5 Year	-	21.76%

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%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	14.687%	15.812%
Sharp	0.532%	0.9%
Beta	-	-
Alpha	-	-

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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	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