Aditya Birla Sun Life Manufacturing Equity Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1070 Cr | ₹825 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 03 Feb 2015 | 23 Oct 2020 |
| Category | Manufacturing | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Manufacturing TRI | BSE 500 |
| Turn Over | 19% | 72% |
| Expense Ratio | 2.25 | 2.4 |
| Manager | Harish Krishnan | Dhaval Joshi |
| ISIN Code | INF209KA1YH6 | INF209KB1T46 |
| Exits Load | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.65% | 2.85% |
| 6 Month | 12.54% | 12.27% |
| 1 Year | 0.18% | 9.34% |
| 3 Year | 18.39% | 18.28% |
| 5 Year | 19.02% | 20.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.67% | 5.29% |
| 1 Year | 16.14% | 21.42% |
| 3 Year | 17.21% | 19.31% |
| 5 Year | 15.98% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.85% | 13.58% |
| 3 Year | 13.15% | 17.62% |
| 5 Year | 11.74% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.2% | 13.49% |
| Sharp | 0.82% | 0.87% |
| Beta | 0.94% | 0.99% |
| Alpha | -2.43% | 2.31% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Harish Krishnan | Dhaval Joshi |
| Total AUM | ₹26655 Cr | ₹361932 Cr |
| Funds Managed | 4 | 55 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.4 | 13.32 |
| Large Cap | 40.63 | 51.97 |
| Small Cap | 27.4 | 22.53 |
| Mid Cap | 26.57 | 12.18 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.2 | 2.9 |
| Energy | 5.01 | 1.77 |
| Industrials | 27.3 | 9.61 |
| Healthcare | 9.08 | 7.41 |
| Basic Materials | 21.41 | 11.61 |
| Technology | 1.26 | 8.29 |
| Consumer Cyclical | 30.12 | 19.08 |
| Consumer Defensive | 4.61 | 5.01 |
| Financial Services | - | 24.31 |
| Communication Services | - | 7.32 |
| Real Estate | - | 2.07 |
| Utilities | - | 0.62 |
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