Aditya Birla Sun Life Special Opportunities Fund vs Sundaram Services Fund Regular Plan compare

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

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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 Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Fund	Aditya Birla Sun Life Special Opportunities 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)	₹732 Cr	₹3793 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	23 Oct 2020	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY Service Sector TRI
Turn Over	72%	29%
Expense Ratio	2.4	1.94
Manager	Dhaval Joshi	Rohit Seksaria
ISIN Code	INF209KB1T46	INF903JA1EX7
Exits Load	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	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-3.1%	-2.75%
6 Month	-9.06%	-4.83%
1 Year	7%	9.35%
3 Year	13.71%	15.22%
5 Year	-	17.45%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	-5.57%	-0.88%
3 Year	15.47%	15.42%
5 Year	-	19.54%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	17.62%	20.46%
3 Year	17.72%	22.46%
5 Year	-	21.59%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	14.687%	13.525%
Sharp	0.532%	0.651%
Beta	-	-
Alpha	-	-

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Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Name	Dhaval Joshi	Rohit Seksaria
Total AUM	₹361932 Cr	₹0 Cr
Fund Manage	55	15
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	4.78	5.56
Large Cap	54.41	43.98
Small Cap	22.87	33.76
Mid Cap	17.96	16.69

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	2.16	5.56
Materials	4.89	-
Automobile	9.34	-
Energy	2.15	-
Technology	9.59	-
Metals & Mining	3.85	-
Financial	24.04	-
Healthcare	8.8	-
Chemicals	2.77	-
Services	7.94	-
Consumer Discretionary	3.11	-
Consumer Staples	5.34	-
Construction	3.99	-
Capital Goods	2.67	-
Communication	7.22	-
Insurance	1.3	3.41
Textiles	0.86	-
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