- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
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) | ₹896 Cr | ₹622 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 |
Trailing Lumpsum Returns
| 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 | -1.79% | -0.05% |
| 6 Month | 9.43% | 3.68% |
| 1 Year | 9.16% | 0.6% |
| 3 Year | 18.89% | 14.91% |
| 5 Year | 17.77% | - |
SIP Return Analysis
| 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 | 4.93% | 3.54% |
| 1 Year | 24.18% | 14.95% |
| 3 Year | 19.63% | 14.35% |
| 5 Year | 17.36% | - |
Rolling Lumpsum Returns
| 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 | 12.59% | 12.08% |
| 3 Year | 17.91% | 12.21% |
| 5 Year | 19.78% | - |
Risk Management
| 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 | 13.48% | 12.85% |
| Sharp | 0.86% | 0.60% |
| Beta | 1.00% | 0.94% |
| Alpha | 3.02% | 1.31% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 19.66 | 8.29 |
| Large Cap | 50.48 | 69.17 |
| Small Cap | 22.11 | 5.61 |
| Mid Cap | 7.75 | 16.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 4.26 | 1.31 |
| Energy | 1.88 | - |
| Technology | 10.79 | 13.69 |
| Consumer Cyclical | 16.43 | 21.04 |
| Healthcare | 5.49 | 6.8 |
| Consumer Defensive | 6.37 | 8.46 |
| Basic Materials | 9.26 | 4.36 |
| Financial Services | 26.83 | 37.57 |
| Industrials | 9.2 | 0.91 |
| Communication Services | 7.58 | 5.86 |
| Real Estate | 1.91 | - |
| Utilities | 0 | - |
Top Comparisons
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.8%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns9.13%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns19.08%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.78%
Nippon India Value Fund- Growth Plan
3Y Returns20.98%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.78%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.36%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.92%
