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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) | ₹229 Cr | ₹863 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 | 3.5% | 4.55% |
| 6 Month | 5.96% | 12.28% |
| 1 Year | 7.67% | 14.51% |
| 3 Year | 13.78% | 18.94% |
| 5 Year | 16.54% | 20% |
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 | 3.31% | 6.13% |
| 1 Year | 13.07% | 24.27% |
| 3 Year | 11.55% | 20.3% |
| 5 Year | 13% | 17.79% |
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 | 15.09% | 12.72% |
| 3 Year | 17.61% | 17.79% |
| 5 Year | 18.18% | 21% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.96% | 13.49% |
| Sharp | 0.55% | 0.87% |
| Beta | 1.04% | 0.99% |
| Alpha | -0.46% | 2.31% |
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 | 2.03 | 13.32 |
| Large Cap | 90.56 | 51.97 |
| Mid Cap | 7.41 | 12.18 |
| Small Cap | - | 22.53 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0 | 2.9 |
| Energy | 3.92 | 1.77 |
| Technology | 7.62 | 8.29 |
| Industrials | 2.99 | 9.61 |
| Basic Materials | 8.15 | 11.61 |
| Consumer Defensive | 26.94 | 5.01 |
| Financial Services | 16.08 | 24.31 |
| Healthcare | 19.38 | 7.41 |
| Consumer Cyclical | 9.98 | 19.08 |
| Communication Services | 2.94 | 7.32 |
| Utilities | 2 | 0.62 |
| Real Estate | - | 2.07 |
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