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 Average Very High
Asset Size (Cr) ₹819 Cr ₹686 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 31 Jan 2015 23 Oct 2020
Category Manufacturing Other Themes
Fund Type Open Ended Open Ended
Benchmark S&P BSE India Manufacturing TRI S&P BSE 500 TRI
Turn Over 19% 72%
Expense Ratio 2.44 2.38
Manager Harish Krishnan Dhaval Joshi
ISIN Code INF209KA1YH6 INF209KB1T46
Exits Load 1% for redemption within 90 days/365 1% for redemption within 30 days/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 5.92% 4.82%
6 Month 23.84% 18.53%
1 Year 51.57% 43%
3 Year 18.54% 18.18%
5 Year 21.58% -

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 - -
1 Year 22.51% 17.49%
3 Year 45.49% 37.16%
5 Year 76.88% 47.11%

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 22.57% 17.85%
3 Year 54.88% 46.18%
5 Year 83.78% 50.78%

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% 13.56%
Sharp 0.84% 0.81%
Beta 0.94% 0.71%
Alpha -0.27% 2.4%

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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
Fund Manage 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

Large Cap 46.89 54.41
Others 3.14 4.78
Mid Cap 24.48 17.96
Small Cap 25.54 22.87

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Construction 8.24 3.99
Capital Goods 15.42 2.67
Energy 5.22 2.15
Others 3.13 2.16
Automobile 14.93 9.34
Consumer Staples 16.87 5.34
Metals & Mining 14.66 3.85
Consumer Discretionary 6.65 3.11
Healthcare 7.34 8.8
Materials 4.21 4.89
Textiles 2.07 0.86
Chemicals 0.87 2.77
Services 0.44 7.94
Communication - 7.22
Financial - 24.04
Technology - 9.59
Insurance - 1.3

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