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) | ₹774 Cr | ₹3202 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 21 Aug 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 | 2.38 | 1.92 |
| Manager | Dhaval Joshi | Abhinav Sharma |
| ISIN Code | INF209KB1T46 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.04% | 0.61% |
| 6 Month | 4.07% | -0.55% |
| 1 Year | 22.85% | 17.35% |
| 3 Year | 15.4% | 12.85% |
| 5 Year | - | 19.64% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.01% | 6.49% |
| 3 Year | 22.19% | 16.25% |
| 5 Year | - | 18.75% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.29% | 13.9% |
| 3 Year | 18.03% | 14.05% |
| 5 Year | - | 14.3% |
| 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% | 0.54% |
| Beta | 1% | 0.88% |
| Alpha | -0.29% | 0.3% |
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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 | 7.33 |
| Large Cap | 54.41 | 41.54 |
| Small Cap | 22.87 | 15 |
| Mid Cap | 17.96 | 36.13 |
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.16 | 7.33 |
| 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 | - |
| Textiles | 0.86 | - |
| Electrical Equipment | - | 4.28 |
| Industrial Products | - | 6.01 |
| Consumer Durables | - | 5.43 |
| Fertilizers & Agrochemicals | - | 2.92 |
| Petroleum Products | - | 2.13 |
| Diversified FMCG | - | 4.49 |
| Pharmaceuticals & Biotechnology | - | 12.47 |
| IT - Software | - | 16.98 |
| Healthcare Services | - | 2.99 |
| Cement & Cement Products | - | 4.73 |
| Chemicals & Petrochemicals | - | 4.69 |
| Auto Components | - | 6.17 |
| Personal Products | - | 4.12 |
| Gas | - | 4.7 |
| IT - Services | - | 1.29 |
| Non - Ferrous Metals | - | 1.1 |
| Agricultural Food & other Products | - | 2.27 |
| Retailing | - | 1.7 |
| Food Products | - | 0.81 |
| Oil | - | 1.45 |
| Diversified | - | 0.73 |
| Textiles & Apparels | - | 1.21 |
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