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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) | ₹216 Cr | ₹777 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 | 2.17% | 4.08% |
| 6 Month | 4.48% | 4.48% |
| 1 Year | 2.88% | 7.89% |
| 3 Year | 17.97% | 21.99% |
| 5 Year | 20.09% | - |
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 | 7.1% | 10.48% |
| 1 Year | 4.92% | 12.65% |
| 3 Year | 13.75% | 20.71% |
| 5 Year | 15.02% | - |
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 | 16.43% | 15.84% |
| 3 Year | 17.98% | 17.48% |
| 5 Year | 18.51% | - |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.22% | 14.79% |
| Sharp | 0.61% | 0.78% |
| Beta | 1.02% | 0.99% |
| Alpha | -0.44% | 0.31% |
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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 | 1.16 | 8.65 |
| Large Cap | 92.34 | 49.95 |
| Mid Cap | 6.5 | 18.25 |
| Small Cap | - | 23.14 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.12 | 5.81 |
| Energy | 4.95 | 1.85 |
| Technology | 12.36 | 12.66 |
| Industrials | 2.9 | 4.8 |
| Basic Materials | 6.06 | 13.04 |
| Consumer Defensive | 29.22 | 4.65 |
| Financial Services | 12.12 | 22.13 |
| Healthcare | 20.81 | 8.66 |
| Consumer Cyclical | 7.97 | 16.47 |
| Communication Services | 1.55 | 6.88 |
| Utilities | 1.95 | 0.84 |
| Real Estate | - | 2.18 |
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