Tata Ethical Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | 2.83% | 1.8% |
6 Month | -3.61% | -8.65% |
1 Year | 8.01% | 0.78% |
3 Year | 15.08% | 10.14% |
5 Year | - | 20.57% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | 0.59% | -2.05% |
1 Year | -3.53% | -13.09% |
3 Year | 16.9% | 9.2% |
5 Year | - | 12.68% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 17.62% | 13.97% |
3 Year | 17.72% | 13.84% |
5 Year | - | 14.38% |
Risk Management
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% | 0.15% |
Beta | - | 0.87% |
Alpha | - | -0.77% |
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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 |
Funds Managed | 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 | 8.65 | 9.42 |
Large Cap | 49.95 | 39.68 |
Small Cap | 23.14 | 15.23 |
Mid Cap | 18.25 | 35.67 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 5.81 | 9.42 |
Energy | 1.85 | 5.98 |
Technology | 12.66 | 16.25 |
Healthcare | 8.66 | 15.21 |
Basic Materials | 13.04 | 12.39 |
Financial Services | 22.13 | - |
Consumer Cyclical | 16.47 | 12.35 |
Industrials | 4.8 | 12.67 |
Consumer Defensive | 4.65 | 11.69 |
Communication Services | 6.88 | - |
Real Estate | 2.18 | - |
Utilities | 0.84 | 4.03 |
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