ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY 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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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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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	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Fund	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹825 Cr	₹602 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹500
Launch Date	23 Oct 2020	24 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 100 ESG TRI
Turn Over	72%	18%
Expense Ratio	2.4	2.41
Manager	Dhaval Joshi	Dhaval Gala
ISIN Code	INF209KB1T46	INF209KB1U43
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	Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month	3.56%	3.76%
6 Month	12.52%	7.5%
1 Year	8.92%	3.64%
3 Year	18.74%	13.54%
5 Year	20.99%	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month	2.33%	-0.34%
1 Year	13.31%	3.93%
3 Year	16.74%	11.7%
5 Year	15.86%	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year	13.58%	12.08%
3 Year	17.62%	12.21%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation	13.40%	12.79%
Sharp	0.83%	0.53%
Beta	0.98%	0.93%
Alpha	1.90%	0.41%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Name	Dhaval Joshi	Dhaval Gala
Total AUM	₹361932 Cr	₹23597 Cr
Funds Managed	55	7
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	13.32	7.35
Large Cap	51.97	68.88
Small Cap	22.53	5.75
Mid Cap	12.18	18.02

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	2.9	1.38
Energy	1.77	-
Technology	8.29	12.74
Consumer Cyclical	19.08	20.76
Healthcare	7.41	6.36
Basic Materials	11.61	4.64
Financial Services	24.31	38.07
Industrials	9.61	1.87
Communication Services	7.32	5.36
Consumer Defensive	5.01	8.82
Real Estate	2.07	0
Utilities	0.62	-