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Aditya Birla Sun Life Manufacturing Equity Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 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 5.75% 6.55%
1 Year 19.29% 22.33%
3 Year 18.61% 19.82%
5 Year 16.88% 17.57%

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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