Tata Ethical Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Invest NowTata Ethical Fund-Regular Plan - Growth Option
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 7.3 |
Large Cap | 54.41 | 44.12 |
Small Cap | 22.87 | 13.97 |
Mid Cap | 17.96 | 34.61 |
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 |
Top Comparisons
PGIM India Gilt Fund - Growth
3Y Returns5.39%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns5.55%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Quant ESG Equity Fund Regular - Growth
3Y Returns20.03%
Tata Overnight Fund-Regular Plan-Growth
3Y Returns5.79%
Quant Overnight Fund Regular - Growth
3Y Returns0%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns12.6%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns12.31%