ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹732 Cr | ₹629 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 23 Oct 2020 | 24 Dec 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 100 ESG TRI |
Turn Over | 72% | 18% |
Expense Ratio | 2.4 | 2.41 |
Manager | Dhaval Joshi | Dhaval Gala |
ISIN Code | INF209KB1T46 | INF209KB1U43 |
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 | Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - 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 | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Month | 5.74% | 4.86% |
6 Month | -12% | -13.04% |
1 Year | 10.01% | 11.79% |
3 Year | 13.02% | 8.72% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
6 Month | -4.86% | -6.58% |
1 Year | -7.44% | -7.1% |
3 Year | 15.84% | 12.63% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
1 Year | 17.62% | 15.46% |
3 Year | 17.72% | 11.92% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.687% | 14.714% |
Sharp | 0.532% | 0.235% |
Beta | - | 0.98% |
Alpha | - | -1.517% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Dhaval Gala |
Total AUM | ₹361932 Cr | ₹23597 Cr |
Funds Managed | 55 | 7 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 8.65 | 3.16 |
Large Cap | 49.95 | 69.87 |
Small Cap | 23.14 | 9.2 |
Mid Cap | 18.25 | 17.77 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
---|---|---|
Others | 5.81 | 2.11 |
Energy | 1.85 | - |
Technology | 12.66 | 23.14 |
Healthcare | 8.66 | 0.3 |
Basic Materials | 13.04 | 2.25 |
Financial Services | 22.13 | 31 |
Consumer Cyclical | 16.47 | 20.99 |
Industrials | 4.8 | 7.07 |
Consumer Defensive | 4.65 | 5.42 |
Communication Services | 6.88 | 3.5 |
Real Estate | 2.18 | 2.51 |
Utilities | 0.84 | 1.72 |
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