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 Risk | Very High Risk |
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 | -3.1% | -10.91% |
6 Month | -9.06% | -11.5% |
1 Year | 7% | 1.73% |
3 Year | 13.71% | 9.51% |
5 Year | - | 16.37% |
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 | -5.57% | -12.66% |
3 Year | 15.47% | 11.29% |
5 Year | - | 14.38% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.3%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.46%
UTI Nifty 50 Index Fund - Regular Plan - Growth Option
3Y Returns10.73%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns13.74%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns20.9%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.22%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns13.28%