ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Aditya Birla Sun Life Special Opportunities Fund compare

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

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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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 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) ₹755 Cr ₹680 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 2.42
Manager Dhaval Joshi Dhaval Gala
ISIN Code INF209KB1T46 INF209KB1U43
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1%, if redeemed within 30 days./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 1.75% 1.49%
6 Month 20.45% 20.49%
1 Year 44.02% 35.26%
3 Year 18.29% 12.67%
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 - -
1 Year 17.49% 14.1%
3 Year 37.16% 25.35%
5 Year 47.11% 29.79%

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 17.22% 12.46%
3 Year 17.99% 12.41%
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 13.56% 14.18%
Sharp 0.85% 0.54%
Beta 1% 0.97%
Alpha -0.29% -1.91%

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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
Fund Manage 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 4.78 1.42
Large Cap 54.41 65.37
Small Cap 22.87 14.59
Mid Cap 17.96 18.62

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 2.16 1.42
Materials 4.89 3.65
Automobile 9.34 12.3
Energy 2.15 -
Technology 9.59 21.22
Metals & Mining 3.85 -
Financial 24.04 28.12
Healthcare 8.8 1.07
Chemicals 2.77 -
Services 7.94 6.56
Consumer Discretionary 3.11 8.83
Consumer Staples 5.34 1.87
Construction 3.99 2.71
Capital Goods 2.67 7.21
Communication 7.22 2.79
Insurance 1.3 1
Textiles 0.86 1.25

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