Tata Ethical Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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

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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 Risk	Very High Risk
Asset Size (Cr)	₹732 Cr	₹3253 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	23 Oct 2020	21 Aug 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	1.92
Manager	Dhaval Joshi	Abhinav Sharma
ISIN Code	INF209KB1T46	INF277K01956
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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	-3.1%	-5.45%
6 Month	-9.06%	-15.97%
1 Year	7%	0.94%
3 Year	13.71%	9.27%
5 Year	-	16.2%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	-	-
1 Year	-5.11%	-14.12%
3 Year	15.34%	8.61%
5 Year	-	13.51%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	17.62%	13.97%
3 Year	17.72%	13.84%
5 Year	-	14.38%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.687%	12.5%
Sharp	0.532%	0.31%
Beta	-	0.87%
Alpha	-	-0.75%

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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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	4.78	7.33
Large Cap	54.41	41.54
Small Cap	22.87	15
Mid Cap	17.96	36.13

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	2.16	7.33
Materials	4.89	-
Automobile	9.34	-
Energy	2.15	-
Technology	9.59	-
Metals & Mining	3.85	-
Financial	24.04	-
Healthcare	8.8	-
Chemicals	2.77	-
Services	7.94	-
Consumer Discretionary	3.11	-
Consumer Staples	5.34	-
Construction	3.99	-
Capital Goods	2.67	-
Communication	7.22	-
Insurance	1.3	-
Textiles	0.86	-
Electrical Equipment	-	4.28
Industrial Products	-	6.01
Consumer Durables	-	5.43
Fertilizers & Agrochemicals	-	2.92
Petroleum Products	-	2.13
Diversified FMCG	-	4.49
Pharmaceuticals & Biotechnology	-	12.47
IT - Software	-	16.98
Healthcare Services	-	2.99
Cement & Cement Products	-	4.73
Chemicals & Petrochemicals	-	4.69
Auto Components	-	6.17
Personal Products	-	4.12
Gas	-	4.7
IT - Services	-	1.29
Non - Ferrous Metals	-	1.1
Agricultural Food & other Products	-	2.27
Retailing	-	1.7
Food Products	-	0.81
Oil	-	1.45
Diversified	-	0.73
Textiles & Apparels	-	1.21