ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Sundaram Services Fund Regular Plan compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹629 Cr | ₹3793 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 24 Dec 2020 | 01 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 | 2.41 | 1.94 |
Manager | Dhaval Gala | Rohit Seksaria |
ISIN Code | INF209KB1U43 | INF903JA1EX7 |
Exits Load | 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | -4.03% | -2.75% |
6 Month | -7.27% | -4.83% |
1 Year | 10.2% | 9.35% |
3 Year | 8.59% | 15.22% |
5 Year | - | 17.45% |
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 | -3.74% | -0.88% |
3 Year | 12.28% | 15.42% |
5 Year | - | 19.54% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.46% | 20.46% |
3 Year | 11.92% | 22.46% |
5 Year | - | 21.59% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.714% | 13.525% |
Sharp | 0.235% | 0.651% |
Beta | 0.98% | - |
Alpha | -1.517% | - |
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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 | 5.56 |
Large Cap | 65.37 | 43.98 |
Mid Cap | 18.62 | 16.69 |
Small Cap | 14.59 | 33.76 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 1.42 | 5.56 |
Technology | 21.22 | - |
Consumer Staples | 1.87 | - |
Financial | 28.12 | - |
Healthcare | 1.07 | - |
Automobile | 12.3 | - |
Construction | 2.71 | - |
Capital Goods | 7.21 | - |
Insurance | 1 | 3.41 |
Services | 6.56 | - |
Materials | 3.65 | - |
Consumer Discretionary | 8.83 | - |
Communication | 2.79 | - |
Textiles | 1.25 | - |
Petroleum Products | - | 4.5 |
IT - Services | - | 3.17 |
Finance | - | 12.08 |
Banks | - | 18.71 |
Healthcare Services | - | 7.29 |
Capital Markets | - | 6.55 |
IT - Software | - | 6.49 |
Telecom - Services | - | 10.37 |
Transport Services | - | 1.75 |
Entertainment | - | 1.72 |
Realty | - | 1.7 |
Leisure Services | - | 4.29 |
Consumer Durables | - | 3.57 |
Commercial Services & Supplies | - | 0.98 |
Financial Technology (Fintech) | - | 1.1 |
Retailing | - | 3.99 |
Transport Infrastructure | - | 1.46 |
Textiles & Apparels | - | 1.3 |
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