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

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

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Sundaram Services Fund Regular Plan - Growth

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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)	₹774 Cr	₹3875 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	2.38	1.89
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	2.04%	2.59%
6 Month	4.07%	8.69%
1 Year	22.85%	18.1%
3 Year	15.4%	16.05%
5 Year	-	21.19%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	-	-
1 Year	15.01%	17.23%
3 Year	22.19%	21.53%
5 Year	-	23.39%

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%

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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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