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

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

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tortoise-icon 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 Very High
Asset Size (Cr) ₹755 Cr ₹3632 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 21 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 1.89
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209KB1T46 INF903JA1EX7
Exits Load Exit load of 1%, if redeemed within 30 days./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month -7.04% -6.42%
6 Month 7.19% 10.2%
1 Year 29.5% 22%
3 Year 12.53% 13%
5 Year - 20.77%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 21.3% 21.91%
3 Year 22.79% 22.12%
5 Year - 23.69%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 17.29% 20.51%
3 Year 18.03% 23%
5 Year - 21.77%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.56% 12.7%
Sharp 0.85% 0.94%
Beta 1% 0.83%
Alpha -0.29% 5.93%

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Fund Managers

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

Market Cap

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 4.78 7
Large Cap 54.41 51.63
Small Cap 22.87 29.79
Mid Cap 17.96 11.6

Sector Allocation

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 2.16 1.68
Materials 4.89 -
Automobile 9.34 -
Energy 2.15 6.24
Technology 9.59 8.99
Metals & Mining 3.85 -
Financial 24.04 38.91
Healthcare 8.8 6
Chemicals 2.77 -
Services 7.94 15.44
Consumer Discretionary 3.11 4.58
Consumer Staples 5.34 -
Construction 3.99 1.48
Capital Goods 2.67 -
Communication 7.22 9.31
Insurance 1.3 3.89
Textiles 0.86 1.25
Unclassified - 2.25

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