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) ₹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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month -4.16% -3.53%
6 Month -3.63% 1.06%
1 Year 13.82% 13.71%
3 Year 13.09% 14.06%
5 Year - 19.62%

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 4.38% 9.8%
3 Year 18.78% 19.07%
5 Year - 21.72%

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 5.56
Large Cap 54.41 43.98
Small Cap 22.87 33.76
Mid Cap 17.96 16.69

Sector Allocation

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

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