ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services 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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Fund ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹680 Cr ₹3632 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 24 Dec 2020 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI NIFTY Service Sector TRI
Turn Over 18% 29%
Expense Ratio 2.42 1.89
Manager Dhaval Gala Rohit Seksaria
ISIN Code INF209KB1U43 INF903JA1EX7
Exits Load Exit load of 1%, if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month 1.49% 2.72%
6 Month 20.49% 16.68%
1 Year 35.26% 33.57%
3 Year 12.67% 18.93%
5 Year - 24.52%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 14.1% 10.89%
3 Year 25.35% 31.75%
5 Year 29.79% 74.85%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 12.46% 20.12%
3 Year 12.41% 23.24%
5 Year - 21.71%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 14.18% 12.7%
Sharp 0.54% 0.94%
Beta 0.97% 0.83%
Alpha -1.91% 5.93%

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Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Name Dhaval Gala Rohit Seksaria
Total AUM ₹23597 Cr ₹0 Cr
Fund Manage 7 15
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 1.42 7
Large Cap 65.37 51.63
Mid Cap 18.62 11.6
Small Cap 14.59 29.79

Sector Allocation

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 1.42 1.68
Technology 21.22 8.99
Consumer Staples 1.87 -
Financial 28.12 38.91
Healthcare 1.07 6
Automobile 12.3 -
Construction 2.71 1.48
Capital Goods 7.21 -
Insurance 1 3.89
Services 6.56 15.44
Materials 3.65 -
Consumer Discretionary 8.83 4.58
Communication 2.79 9.31
Textiles 1.25 1.25
Energy - 6.24
Unclassified - 2.25

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