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Aditya Birla Sun Life Special Opportunities Fund vs Aditya Birla Sun Life Manufacturing Equity 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) ₹1058 Cr ₹777 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 2.73% 4.08%
6 Month -0.87% 4.48%
1 Year 1.49% 7.89%
3 Year 22.15% 21.99%
5 Year 20.65% -

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 10% 10.48%
1 Year 6.04% 12.65%
3 Year 19.73% 20.71%
5 Year 17.68% -

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 16.43% 14.79%
Sharp 0.79% 0.78%
Beta 0.93% 0.99%
Alpha -2.14% 0.31%

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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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