Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Recently Listed IPO Fund Regular Plan Growth

Invest Now

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 Edelweiss Recently Listed IPO Fund Regular Plan Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹774 Cr ₹937 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 22 Feb 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 India Recent 100 IPO TRI
Turn Over 72% 47%
Expense Ratio 2.38 2.27
Manager Dhaval Joshi Bhavesh Jain
ISIN Code INF209KB1T46 INF754K01MH2
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 Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Month 2.04% 7.88%
6 Month 4.07% 11.43%
1 Year 22.85% 26.79%
3 Year 15.4% 11.13%
5 Year - 23.93%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
6 Month - -
1 Year 15.01% 28.45%
3 Year 22.19% 24.73%
5 Year - 22.99%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
1 Year 17.29% 19.33%
3 Year 18.03% 21.72%
5 Year - 20.84%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
Standard Deviation 13.56% 16.97%
Sharp 0.85% 0.55%
Beta 1% 0.9%
Alpha -0.29% -1.6%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth
Name Dhaval Joshi Bhavesh Jain
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 22
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Edelweiss Recently Listed IPO Fund Regular Plan Growth

Market Cap

Scheme Name

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

Edelweiss Recently Listed IPO Fund Regular Plan Growth

Others 4.78 18.56
Large Cap 54.41 6.01
Small Cap 22.87 68.74
Mid Cap 17.96 6.69

Sector Allocation

Scheme Name

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

Edelweiss Recently Listed IPO Fund Regular Plan Growth

Others 2.16 1.09
Materials 4.89 -
Automobile 9.34 3.8
Energy 2.15 -
Technology 9.59 1.76
Metals & Mining 3.85 5.99
Financial 24.04 18.14
Healthcare 8.8 18.02
Chemicals 2.77 -
Services 7.94 19.03
Consumer Discretionary 3.11 3.46
Consumer Staples 5.34 7.33
Construction 3.99 -
Capital Goods 2.67 15.53
Communication 7.22 1.89
Insurance 1.3 3.22
Textiles 0.86 0.74

Top Comparisons

Sundaram Flexicap Fund Regular Growth Sundaram Flexicap Fund Regular Growth

3Y Returns0%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns18.96%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns33.97%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns25.16%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns8.1%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns10.01%

Compare Now

Tata Corporate Bond Fund-Regular Plan-Growth Tata Corporate Bond Fund-Regular Plan-Growth

3Y Returns5.69%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns6.07%

Compare Now
Request call back
Add to Cart Successfully