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) | ₹1043 Cr | ₹805 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 | 5.24% | 4.48% |
6 Month | 16.18% | 18.35% |
1 Year | -1.94% | 2.89% |
3 Year | 19.17% | 18.67% |
5 Year | 18.34% | - |
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 | 7.18% | 6.94% |
1 Year | 13.76% | 17.59% |
3 Year | 18.61% | 19.54% |
5 Year | 16.79% | - |
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% | 13.58% |
Sharp | 0.7% | 0.71% |
Beta | 0.94% | 0.98% |
Alpha | -2.26% | 1.86% |
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 | 5.29 | 13.76 |
Large Cap | 39.54 | 50.13 |
Small Cap | 28.33 | 22.69 |
Mid Cap | 26.84 | 13.42 |
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 | 0.89 | 1.72 |
Energy | 5.11 | 1.81 |
Industrials | 27.53 | 10.9 |
Healthcare | 9.41 | 8.35 |
Basic Materials | 21.04 | 11.55 |
Technology | 1.3 | 8.82 |
Consumer Cyclical | 29.92 | 19.02 |
Consumer Defensive | 4.81 | 5.14 |
Financial Services | - | 21.78 |
Communication Services | - | 8.12 |
Real Estate | - | 2.14 |
Utilities | - | 0.64 |
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