Tata Ethical Fund 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 Tata Ethical Fund-Regular Plan - Growth Option

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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 Tata Ethical Fund-Regular Plan - Growth Option
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹755 Cr ₹2817 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 24 May 1996
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 Nifty 500 Shariah TRI
Turn Over 72% 11.72%
Expense Ratio 2.4 1.95
Manager Dhaval Joshi Abhinav Sharma
ISIN Code INF209KB1T46 INF277K01956
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.50% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month -7.04% -7.29%
6 Month 7.19% 3.38%
1 Year 29.5% 21.61%
3 Year 12.53% 11.46%
5 Year - 19.21%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month - -
1 Year 21.3% 16.4%
3 Year 22.79% 18.69%
5 Year - 20.28%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 17.29% 13.9%
3 Year 18.03% 14.05%
5 Year - 14.3%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation 13.56% 12.5%
Sharp 0.85% 0.59%
Beta 1% 0.88%
Alpha -0.29% 0.46%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
Name Dhaval Joshi Abhinav Sharma
Total AUM ₹361932 Cr ₹5613 Cr
Fund Manage 55 3
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option

Market Cap

Scheme Name

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

Tata Ethical Fund-Regular Plan - Growth Option

Others 4.78 7.3
Large Cap 54.41 44.12
Small Cap 22.87 13.97
Mid Cap 17.96 34.61

Sector Allocation

Scheme Name

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

Tata Ethical Fund-Regular Plan - Growth Option

Others 2.16 6.24
Materials 4.89 9.23
Automobile 9.34 3.17
Energy 2.15 4.5
Technology 9.59 22.83
Metals & Mining 3.85 3.57
Financial 24.04 -
Healthcare 8.8 10.15
Chemicals 2.77 6.1
Services 7.94 1.22
Consumer Discretionary 3.11 2.33
Consumer Staples 5.34 10.41
Construction 3.99 -
Capital Goods 2.67 14.79
Communication 7.22 1.22
Insurance 1.3 -
Textiles 0.86 2.19
Diversified - 2.05

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