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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Sundaram Services Fund Regular Plan compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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 | 3.72% | 6.54% |
| 6 Month | -4.49% | 0.76% |
| 1 Year | 13.55% | 14.92% |
| 3 Year | 11.92% | 17.52% |
| 5 Year | - | 27.46% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.09% | 4.73% |
| 1 Year | -2.87% | 7.76% |
| 3 Year | 14.35% | 18.91% |
| 5 Year | - | 20.32% |
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% | - |
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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 |
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