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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Fund ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹622 Cr ₹4769 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 24 Dec 2020 01 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 ESG TRI NIFTY Service Sector TRI
Turn Over 18% 29%
Expense Ratio 2.41 1.94
Manager Dhaval Gala Rohit Seksaria
ISIN Code INF209KB1U43 INF903JA1EX7
Exits Load 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 Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month 0.98% -0.02%
6 Month 4.06% 3.71%
1 Year 0.27% 6.76%
3 Year 14.65% 17.56%
5 Year - 21.13%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month 3.54% 2.25%
1 Year 14.95% 16.99%
3 Year 14.35% 17.38%
5 Year - 17.33%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 12.08% 17.5%
3 Year 12.21% 21.68%
5 Year - 22.15%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 12.85% 12.45%
Sharp 0.60% 0.83%
Beta 0.94% 0.97%
Alpha 1.31% 5.72%

Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Name Dhaval Gala Rohit Seksaria
Total AUM ₹23597 Cr ₹0 Cr
Funds Managed 7 15
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 8.5 14.11
Large Cap 67.67 51.8
Mid Cap 17.81 7.19
Small Cap 6.02 26.9

Sector Allocation

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 1.55 5.65
Technology 13.26 7.44
Basic Materials 4.67 -
Financial Services 37.58 37.57
Consumer Defensive 8.51 -
Healthcare 6.86 7.95
Consumer Cyclical 20.96 12.45
Industrials 0.94 6.43
Communication Services 5.69 16
Energy - 4.87
Real Estate - 1.65

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