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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) ₹1085 Cr ₹812 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 -3.1% -2.83%
6 Month 3.58% 5.9%
1 Year -5.62% 0.08%
3 Year 17.56% 17.12%
5 Year 18.78% -

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 5.25% 5.07%
1 Year 0.12% 5.13%
3 Year 15.99% 16.93%
5 Year 15.49% -

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 12.15% 14.41%
3 Year 13.01% 17.71%
5 Year 11.57% -

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% 13.60%
Sharp 1.01% 0.81%
Beta 0.93% 0.98%
Alpha -2.15% 0.77%

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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 1.01 8.35
Large Cap 40.55 51.51
Small Cap 32.7 23.48
Mid Cap 25.74 16.66

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 1.01 1.39
Petroleum Products 6.42 -
Construction 6.44 -
Pharmaceuticals & Biotechnology 7.31 -
Consumer Durables 6.75 -
Non - Ferrous Metals 4.39 -
Industrial Manufacturing 4.62 -
Auto Components 12.74 -
Ferrous Metals 4.95 -
Automobiles 10.94 -
Healthcare Equipment & Supplies 0.33 -
Electrical Equipment 2.79 -
Industrial Products 14.41 -
Chemicals & Petrochemicals 2.08 -
Diversified Metals 2.5 -
Aerospace & Defense 2.63 -
Textiles & Apparels 2 -
Minerals & Mining 1.35 -
Beverages 6.34 -
Energy - 1.98
Technology - 10.49
Healthcare - 9.46
Basic Materials - 12.71
Financial Services - 23
Consumer Cyclical - 18.21
Industrials - 6.91
Consumer Defensive - 5.23
Communication Services - 7.67
Real Estate - 2.17
Utilities - 0.76

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