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

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

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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)	₹631 Cr	₹4367 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

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-0.39%	-0.49%
6 Month	9.88%	15.29%
1 Year	1.89%	9.72%
3 Year	13.35%	18.28%
5 Year	-	24.7%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	1.86%	3.9%
1 Year	-0.49%	9.58%
3 Year	12.65%	17.6%
5 Year	-	18.41%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	12.58%	18.83%
3 Year	12%	22.01%
5 Year	-	21.89%

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.88%	12.53%
Sharp	0.56%	0.96%
Beta	0.91%	0.93%
Alpha	0.72%	5.92%

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

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	7.57	13.45
Large Cap	66.01	52.33
Mid Cap	18.6	7.53
Small Cap	7.82	26.68

Scheme Name	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth	Sundaram Services Fund Regular Plan - Growth
Others	1.93	6.01
Technology	12.66	6.41
Basic Materials	5.23	-
Financial Services	38.02	37.6
Consumer Defensive	8.56	-
Healthcare	4.72	8.47
Consumer Cyclical	19.89	13.19
Real Estate	1.34	1.56
Industrials	3.53	6.09
Communication Services	4.1	15.8
Energy	-	4.88