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) | ₹774 Cr | ₹679 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 | 2.38 | 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 |
| 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 | 2.04% | 2.61% |
| 6 Month | 4.07% | 8.19% |
| 1 Year | 22.85% | 21.72% |
| 3 Year | 15.4% | 9.62% |
| 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 | 15.01% | 20.37% |
| 3 Year | 22.19% | 19.45% |
| 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 |
|---|---|---|
| 1 Year | 17.29% | 12.48% |
| 3 Year | 18.03% | 12.36% |
| 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 |
|---|---|---|
| Standard Deviation | 13.56% | 14.18% |
| Sharp | 0.85% | 0.54% |
| Beta | 1% | 0.97% |
| Alpha | -0.29% | -1.91% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.62%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns22.18%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.52%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9.75%
ICICI Prudential Bond Fund - Growth
3Y Returns6.23%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns8.11%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.51%
Axis Bluechip Fund - Regular Plan - Growth
3Y Returns8.59%