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) | ₹755 Cr | ₹949 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Oct 2020 | 16 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 | 2.26 |
| Manager | Dhaval Joshi | Bhavesh Jain |
| ISIN Code | INF209KB1T46 | INF754K01MH2 |
| Exits Load | Exit load of 1%, if redeemed within 30 days./365 | Exit load of 2% if redeemed within 6 months./365 |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Month | 1.75% | -7.96% |
| 6 Month | 20.45% | 11.97% |
| 1 Year | 44.02% | 24.19% |
| 3 Year | 18.29% | 8.33% |
| 5 Year | - | 21.95% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.49% | 11.76% |
| 3 Year | 37.16% | 28.26% |
| 5 Year | 47.11% | 67.29% |
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| 1 Year | 17.22% | 19.2% |
| 3 Year | 17.99% | 21.74% |
| 5 Year | - | 20.81% |
| 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
| 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 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns5.89%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.14%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns5.53%
Mirae Asset Low Duration Fund- Growth
3Y Returns5.44%
HSBC Overnight Fund - Regular Growth
3Y Returns5.54%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns5.6%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns27.65%