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) | ₹1105 Cr | ₹896 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 | -1.31% | 0.42% |
| 6 Month | 5.43% | 9.39% |
| 1 Year | -0.18% | 8.09% |
| 3 Year | 18.08% | 18.59% |
| 5 Year | 16.12% | 18.33% |
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 | 2.44% | 4.93% |
| 1 Year | 16.58% | 24.18% |
| 3 Year | 16.3% | 19.63% |
| 5 Year | 15.55% | 17.36% |
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 | 11.03% | 12.75% |
| 3 Year | 13.43% | 17.87% |
| 5 Year | 11.87% | 20.09% |
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 | 15.56% | 13.48% |
| Sharp | 0.76% | 0.86% |
| Beta | 0.95% | 1.00% |
| Alpha | -2.3% | 3.02% |
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 | 6.4 | 15.73 |
| Large Cap | 40.7 | 50.26 |
| Small Cap | 26.48 | 23.48 |
| Mid Cap | 26.42 | 10.53 |
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 | 1.16 | 3.85 |
| Energy | 5.24 | 1.85 |
| Industrials | 24.99 | 9.11 |
| Healthcare | 10.21 | 7.18 |
| Basic Materials | 21.6 | 10.91 |
| Technology | 1.3 | 10.16 |
| Consumer Cyclical | 30.19 | 17.34 |
| Consumer Defensive | 4.57 | 4.97 |
| Utilities | 0.75 | 0.64 |
| Financial Services | - | 24.28 |
| Communication Services | - | 7.63 |
| Real Estate | - | 2.08 |
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