- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk |
| 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 | -3.1% | -4.03% |
| 6 Month | -9.06% | -7.27% |
| 1 Year | 7% | 10.2% |
| 3 Year | 13.71% | 8.59% |
| 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 | -5.11% | -1.27% |
| 3 Year | 15.34% | 12.94% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns6.77%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns6.82%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.37%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns6.77%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns6.29%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns6.49%
ITI Banking and PSU Fund Regular - Growth
3Y Returns6.18%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns5.37%
