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% | 4.2% |
6 Month | -13.02% | -10.3% |
1 Year | 7.46% | 8.86% |
3 Year | 12.34% | 13.48% |
5 Year | - | 28.06% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -4.86% | -4.18% |
1 Year | -7.44% | -3.09% |
3 Year | 15.84% | 15.38% |
5 Year | - | 18.79% |
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 | - | - |
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 | 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 | - |
Top Comparisons
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns18.76%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.53%
LIC MF Money Market Fund Regular - Growth
3Y Returns0%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.02%
Nippon India Strategic Debt Fund - Growth Option
3Y Returns6.33%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns5.8%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.01%
LIC MF Flexi Cap Fund-Growth
3Y Returns10.02%