Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Special Opportunities Fund vs SBI Equity Minimum Variance Fund compare

Link copied to clipboard!

tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹214 Cr ₹732 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 19 Mar 2019 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI BSE 500
Turn Over 37% 72%
Expense Ratio 0.75 2.4
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200KA1A48 INF209KB1T46
Exits Load SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 4.56% 4.7%
6 Month -16% -13.02%
1 Year -1.01% 7.46%
3 Year 12.62% 12.34%
5 Year 24% -

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month -3.65% -4.86%
1 Year -10.3% -7.44%
3 Year 10.96% 15.84%
5 Year 14.23% -

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 17.52% 17.62%
3 Year 18.26% 17.72%
5 Year 18.14% -

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 13.168% 14.687%
Sharp 0.601% 0.532%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 1.16 8.65
Large Cap 92.34 49.95
Mid Cap 6.5 18.25
Small Cap - 23.14

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Others 0.12 5.81
Energy 4.95 1.85
Technology 12.36 12.66
Industrials 2.9 4.8
Basic Materials 6.06 13.04
Consumer Defensive 29.22 4.65
Financial Services 12.12 22.13
Healthcare 20.81 8.66
Consumer Cyclical 7.97 16.47
Communication Services 1.55 6.88
Utilities 1.95 0.84
Real Estate - 2.18

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.62%

VS

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.51%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns6.39%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns6.52%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.32%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns18.76%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns18.57%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Add to Cart Successfully