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
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 | 3.11% | 2.88% |
6 Month | -5.5% | -4.35% |
1 Year | 5.33% | 10% |
3 Year | 14.21% | 14.82% |
5 Year | 22.38% | - |
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 | 1.5% | -0.93% |
1 Year | -4.45% | -4.7% |
3 Year | 12.37% | 16.29% |
5 Year | 14.65% | - |
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 | - | - |
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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 |
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