Aditya Birla Sun Life Special Opportunities Fund vs Tata Ethical Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹755 Cr | ₹2817 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 24 May 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | Nifty 500 Shariah TRI |
| Turn Over | 72% | 11.72% |
| Expense Ratio | 2.4 | 1.95 |
| Manager | Dhaval Joshi | Abhinav Sharma |
| ISIN Code | INF209KB1T46 | INF277K01956 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 0.50% if redeemed within 90 days./365 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.75% | 4.88% |
| 6 Month | 20.45% | 25.78% |
| 1 Year | 44.02% | 34.27% |
| 3 Year | 18.29% | 15.9% |
| 5 Year | - | 23.58% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.49% | 14.81% |
| 3 Year | 37.16% | 31.9% |
| 5 Year | 47.11% | 69.56% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.85% | 22.58% |
| 3 Year | 46.18% | 52.72% |
| 5 Year | 50.78% | 75.06% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.56% | 12.5% |
| Sharp | 0.85% | 0.78% |
| Beta | 1% | 0.87% |
| Alpha | -0.29% | 1.32% |
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| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Abhinav Sharma |
| Total AUM | ₹361932 Cr | ₹5613 Cr |
| Fund Manage | 55 | 3 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 4.78 | 7.3 |
| Large Cap | 54.41 | 44.12 |
| Small Cap | 22.87 | 13.97 |
| Mid Cap | 17.96 | 34.61 |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.16 | 6.24 |
| Materials | 4.89 | 9.23 |
| Automobile | 9.34 | 3.17 |
| Energy | 2.15 | 4.5 |
| Technology | 9.59 | 22.83 |
| Metals & Mining | 3.85 | 3.57 |
| Financial | 24.04 | - |
| Healthcare | 8.8 | 10.15 |
| Chemicals | 2.77 | 6.1 |
| Services | 7.94 | 1.22 |
| Consumer Discretionary | 3.11 | 2.33 |
| Consumer Staples | 5.34 | 10.41 |
| Construction | 3.99 | - |
| Capital Goods | 2.67 | 14.79 |
| Communication | 7.22 | 1.22 |
| Insurance | 1.3 | - |
| Textiles | 0.86 | 2.19 |
| Diversified | - | 2.05 |
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