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
| 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 | ₹500 | ₹1000 |
| 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 |
| 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 | - | - |
| 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% |
| 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 | 17.85% | 11.61% |
| 3 Year | 46.18% | 31.83% |
| 5 Year | 50.78% | 34.17% |
| 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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| 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 |
| 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 |
| 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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