Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) and Union Active Momentum Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) is 2 yrs 5 m old and manages ₹1,540.23 Crs, whereas Union Active Momentum Fund - Direct (G) is 1 yrs 4 m old with ₹445.02 Crs.
• Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) is therefore older and larger, which may indicate more experience and investor confidence.
• Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) has its top 3 sectors in Automobile (46.67%), Auto Ancillaries (20.79%), and E-Commerce/App based Aggregator (10.04%), while Union Active Momentum Fund - Direct (G) focuses on Banks (25.68%), Finance (14.07%), and Steel (8.86%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) holds Mahindra & Mahindra Limited (11.14%), Maruti Suzuki India Limited (8.34%), Eternal Limited (7.34%), Samvardhana Motherson International Limited (6.91%), and TVS Motor Company Limited (5.54%), whereas Union Active Momentum Fund - Direct (G) holds Indian Bank (3.15%), Jindal Steel Ltd. (3.09%), TREPS (3.09%), Shriram Finance Ltd. (3.07%), and Bank of India (3.06%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) has 96.60% equity and 0.00% debt, while Union Active Momentum Fund - Direct (G) has 95.86% equity and 0.07% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL Transportation and Logistics Fund-Reg (IDCW) outperformed Union Active Momentum Fund - Direct (G) in 1 Year (returns: 7.84% ) but underperformed in 3 Months, 6 Months (returns: -15.43%, -11.82%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.