Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Services Fund Regular Plan - Growth

Invest Now

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) ₹629 Cr ₹3793 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 7.08% 6.74%
6 Month 1.68% 7.55%
1 Year 15.08% 20.05%
3 Year 16.62% 22.14%
5 Year - 28.89%

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month 4.66% 8.2%
1 Year 4.5% 14.86%
3 Year 16.34% 20.78%
5 Year - 21.02%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 15.46% 20.46%
3 Year 11.92% 22.46%
5 Year - 21.59%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 14.714% 13.733%
Sharp 0.235% 0.606%
Beta 0.98% -
Alpha -1.517% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.16 9.97
Large Cap 69.87 50.92
Mid Cap 17.77 10.3
Small Cap 9.2 28.8

Sector Allocation

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Others 2.11 6.38
Technology 23.14 7.92
Consumer Defensive 5.42 -
Financial Services 31 37.21
Healthcare 0.3 7.46
Consumer Cyclical 20.99 12.78
Real Estate 2.51 1.87
Utilities 1.72 -
Industrials 7.07 5.77
Communication Services 3.5 15.5
Basic Materials 2.25 -
Energy - 5.11

Top Comparisons

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns17.88%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns18.71%

Compare Now

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns31.78%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns31.84%

Compare Now

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.97%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.76%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns19.94%

VS

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns16.92%

Compare Now
Add to Cart Successfully