Sundaram Services Fund Regular Plan vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹732 Cr | ₹3793 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 23 Oct 2020 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY Service Sector TRI |
Turn Over | 72% | 29% |
Expense Ratio | 2.4 | 1.94 |
Manager | Dhaval Joshi | Rohit Seksaria |
ISIN Code | INF209KB1T46 | INF903JA1EX7 |
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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 4% | 7.75% |
6 Month | -3.67% | 0.88% |
1 Year | 10.25% | 16.57% |
3 Year | 15.22% | 17.52% |
5 Year | - | 27.97% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.93% | 3.36% |
1 Year | -4.7% | 7.16% |
3 Year | 16.29% | 18.6% |
5 Year | - | 20.28% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.62% | 20.46% |
3 Year | 17.72% | 22.46% |
5 Year | - | 21.59% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.687% | 13.733% |
Sharp | 0.532% | 0.606% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Rohit Seksaria |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 15 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 8.65 | 9.97 |
Large Cap | 49.95 | 50.92 |
Small Cap | 23.14 | 28.8 |
Mid Cap | 18.25 | 10.3 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 5.81 | 6.38 |
Energy | 1.85 | 5.11 |
Technology | 12.66 | 7.92 |
Healthcare | 8.66 | 7.46 |
Basic Materials | 13.04 | - |
Financial Services | 22.13 | 37.21 |
Consumer Cyclical | 16.47 | 12.78 |
Industrials | 4.8 | 5.77 |
Consumer Defensive | 4.65 | - |
Communication Services | 6.88 | 15.5 |
Real Estate | 2.18 | 1.87 |
Utilities | 0.84 | - |
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