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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) ₹1115 Cr ₹863 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 -1.4% 1.92%
6 Month 4.78% 10.63%
1 Year 0.12% 9.04%
3 Year 17.76% 18.15%
5 Year 16.25% 18.59%

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 2.27% 6.03%
1 Year 15.31% 25.03%
3 Year 15.93% 19.88%
5 Year 15.4% 17.56%

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 11.03% 12.75%
3 Year 13.43% 17.87%
5 Year 11.87% 20.09%

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% 13.48%
Sharp 0.82% 0.86%
Beta 0.95% 1.00%
Alpha -2.3% 3.02%

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 6.4 15.73
Large Cap 40.7 50.26
Small Cap 26.48 23.48
Mid Cap 26.42 10.53

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 1.16 3.85
Energy 5.24 1.85
Industrials 24.99 9.11
Healthcare 10.21 7.18
Basic Materials 21.6 10.91
Technology 1.3 10.16
Consumer Cyclical 30.19 17.34
Consumer Defensive 4.57 4.97
Utilities 0.75 0.64
Financial Services - 24.28
Communication Services - 7.63
Real Estate - 2.08

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