- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Special Opportunities Fund vs Sundaram Services Fund Regular Plan compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.57% | 7.06% |
| 6 Month | -4.49% | -0.45% |
| 1 Year | 8.15% | 15.65% |
| 3 Year | 17.12% | 19.21% |
| 5 Year | - | 27.68% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.91% | 3.82% |
| 1 Year | -1.62% | 8.1% |
| 3 Year | 16.76% | 18.51% |
| 5 Year | - | 19.91% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.687% | 13.733% |
| Sharp | 0.532% | 0.606% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 8.65 | 9.97 |
| Large Cap | 49.95 | 50.92 |
| Small Cap | 23.14 | 28.8 |
| Mid Cap | 18.25 | 10.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 6.38 |
| Energy | 1.85 | 5.11 |
| Technology | 12.66 | 7.92 |
| Healthcare | 8.66 | 7.46 |
| Basic Materials | 13.04 | - |
| Financial Services | 22.13 | 37.21 |
| Consumer Cyclical | 16.47 | 12.78 |
| Industrials | 4.8 | 5.77 |
| Consumer Defensive | 4.65 | - |
| Communication Services | 6.88 | 15.5 |
| Real Estate | 2.18 | 1.87 |
| Utilities | 0.84 | - |
Top Comparisons
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns25.47%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns20.69%
HSBC Value Fund - Regular Growth
3Y Returns22.86%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.41%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns22.05%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns22.16%
