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Sundaram Services Fund Regular Plan vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 - -

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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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