Aditya Birla Sun Life Special Opportunities Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
| 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) | ₹202 Cr | ₹755 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 02 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 | 0.74 | 2.4 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200KA1A48 | INF209KB1T46 |
| Exits Load | Exit load of 0.5% if redeemed within 15 days./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.68% | 1.75% |
| 6 Month | 14.11% | 20.45% |
| 1 Year | 36.55% | 44.02% |
| 3 Year | 18.47% | 18.29% |
| 5 Year | 21.6% | - |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.14% | 17.49% |
| 3 Year | 35.05% | 37.16% |
| 5 Year | 68.23% | 47.11% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.8% | 17.85% |
| 3 Year | 50.96% | 46.18% |
| 5 Year | 70.87% | 50.78% |
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.9% | 13.56% |
| Sharp | 1.05% | 0.85% |
| Beta | 0.89% | 1% |
| Alpha | 3.35% | -0.29% |
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| 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 |
| Fund Manage | 43 | 55 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.5 | 4.78 |
| Large Cap | 91.39 | 54.41 |
| Mid Cap | 1.11 | 17.96 |
| Small Cap | - | 22.87 |
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.21 | 2.16 |
| Energy | 5.22 | 2.15 |
| Technology | 10.8 | 9.59 |
| Construction | 0.98 | 3.99 |
| Metals & Mining | 3.39 | 3.85 |
| Materials | 4.63 | 4.89 |
| Consumer Staples | 28.94 | 5.34 |
| Financial | 9.1 | 24.04 |
| Healthcare | 22.43 | 8.8 |
| Automobile | 6.54 | 9.34 |
| Insurance | 1.8 | 1.3 |
| Consumer Discretionary | 0.86 | 3.11 |
| Communication | 2.93 | 7.22 |
| Services | 2.17 | 7.94 |
| Chemicals | - | 2.77 |
| Capital Goods | - | 2.67 |
| Textiles | - | 0.86 |
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