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
| 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 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | -4.16% | -6.04% |
| 6 Month | -3.63% | 3.39% |
| 1 Year | 13.82% | 17.92% |
| 3 Year | 13.09% | 8.93% |
| 5 Year | - | 20.71% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.38% | 12.8% |
| 3 Year | 18.78% | 20.27% |
| 5 Year | - | 19.94% |
| 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% |
| 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% |
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| 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 |
| 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 |
| 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 |
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