Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
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) | ₹732 Cr | ₹907 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 | 2.4 | 2.29 |
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 | 4.7% | 6.41% |
6 Month | -13.02% | -16.18% |
1 Year | 7.46% | 2.89% |
3 Year | 12.34% | 8.29% |
5 Year | - | 22.64% |
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 | -4.86% | -11.64% |
1 Year | -7.44% | -17.03% |
3 Year | 15.84% | 10.76% |
5 Year | - | 13.16% |
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 | 17.62% | 19.83% |
3 Year | 17.72% | 21.13% |
5 Year | - | 21% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.687% | 18.145% |
Sharp | 0.532% | 0.234% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 8.65 | 4.43 |
Large Cap | 49.95 | 13.48 |
Small Cap | 23.14 | 64.17 |
Mid Cap | 18.25 | 17.92 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Others | 5.81 | 4.37 |
Energy | 1.85 | - |
Technology | 12.66 | 6.63 |
Healthcare | 8.66 | 18.07 |
Basic Materials | 13.04 | 3.86 |
Financial Services | 22.13 | 9.71 |
Consumer Cyclical | 16.47 | 23.21 |
Industrials | 4.8 | 21.6 |
Consumer Defensive | 4.65 | 2.49 |
Communication Services | 6.88 | 4.54 |
Real Estate | 2.18 | - |
Utilities | 0.84 | 5.51 |
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