- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Special Opportunities Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Equity Minimum Variance 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) | ₹224 Cr | ₹800 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 19 Mar 2019 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | BSE 500 |
| Turn Over | 37% | 72% |
| Expense Ratio | 0.75 | 2.4 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200KA1A48 | INF209KB1T46 |
| Exits Load | SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 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 | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.09% | -1.34% |
| 6 Month | 5.87% | 11.05% |
| 1 Year | -4.15% | 4.56% |
| 3 Year | 13.02% | 16.68% |
| 5 Year | 17.47% | - |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.89% | 4.64% |
| 1 Year | 0.91% | 7.31% |
| 3 Year | 10.33% | 17.26% |
| 5 Year | 12.69% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.85% | 14.41% |
| 3 Year | 17.89% | 17.71% |
| 5 Year | 18.73% | - |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.04% | 13.60% |
| Sharp | 0.57% | 0.81% |
| Beta | 1.00% | 0.98% |
| Alpha | -0.30% | 1.19% |
Fund Managers
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.08 | 11.26 |
| Large Cap | 90.38 | 50.46 |
| Mid Cap | 7.54 | 14.72 |
| Small Cap | - | 23.56 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.16 | 2.49 |
| Energy | 3.87 | 1.86 |
| Technology | 7.98 | 8.98 |
| Industrials | 2.9 | 9.47 |
| Basic Materials | 7.92 | 12.02 |
| Consumer Defensive | 26.68 | 5.35 |
| Financial Services | 16.43 | 22.22 |
| Healthcare | 20.13 | 8.84 |
| Consumer Cyclical | 8.93 | 18.26 |
| Communication Services | 2.99 | 7.41 |
| Utilities | 2.02 | 0.69 |
| Real Estate | - | 2.4 |
Top Comparisons
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.79%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.4%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.79%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.54%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns27.24%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns25.07%
