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) | ₹1112 Cr | ₹732 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 | 3.85% | 3.22% |
6 Month | -6.18% | -2.2% |
1 Year | 0.32% | 6.93% |
3 Year | 21.23% | 21.25% |
5 Year | 21.15% | - |
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 | 7.36% | 7.88% |
1 Year | 1.3% | 7.35% |
3 Year | 18.13% | 18.7% |
5 Year | 16.69% | - |
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 | 12.71% | 15.84% |
3 Year | 12.86% | 17.48% |
5 Year | 11.25% | - |
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% | 14.687% |
Sharp | 0.83% | 0.532% |
Beta | 0.93% | - |
Alpha | -2.14% | - |
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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 | 1.14 | 8.65 |
Large Cap | 44.25 | 49.95 |
Small Cap | 31.9 | 23.14 |
Mid Cap | 22.73 | 18.25 |
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 | 1.14 | 5.81 |
Petroleum Products | 7.08 | - |
Auto Components | 10.77 | - |
Construction | 6.3 | - |
Pharmaceuticals & Biotechnology | 6.58 | - |
Consumer Durables | 6.95 | - |
Non - Ferrous Metals | 4.33 | - |
Industrial Manufacturing | 4.09 | - |
Ferrous Metals | 5.14 | - |
Healthcare Equipment & Supplies | 0.32 | - |
Automobiles | 10.67 | - |
Electrical Equipment | 4.52 | - |
Industrial Products | 14.51 | - |
Chemicals & Petrochemicals | 0.8 | - |
Agricultural Food & other Products | 0.7 | - |
Diversified Metals | 2.49 | - |
Aerospace & Defense | 2.15 | - |
Textiles & Apparels | 2 | - |
Minerals & Mining | 1.37 | - |
Beverages | 8.11 | - |
Energy | - | 1.85 |
Technology | - | 12.66 |
Healthcare | - | 8.66 |
Basic Materials | - | 13.04 |
Financial Services | - | 22.13 |
Consumer Cyclical | - | 16.47 |
Industrials | - | 4.8 |
Consumer Defensive | - | 4.65 |
Communication Services | - | 6.88 |
Real Estate | - | 2.18 |
Utilities | - | 0.84 |
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