Aditya Birla Sun Life Special Opportunities Fund vs SBI Equity Minimum Variance Fund compare

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tortoise-icon SBI Equity Minimum Variance 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 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) ₹180 Cr ₹686 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Mar 2019 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI S&P BSE 500 TRI
Turn Over 37% 72%
Expense Ratio 0.74 2.38
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200KA1A48 INF209KB1T46
Exits Load Exit load of 0.5% if redeemed within 15 days./365 1% for redemption within 30 days/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 4.59% 4.87%
6 Month 13.62% 17.6%
1 Year 32.13% 42.9%
3 Year 18.84% 18.42%
5 Year 20.01% -

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 Year 13.14% 17.49%
3 Year 35.05% 37.16%
5 Year 68.23% 47.11%

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 20.8% 17.85%
3 Year 50.96% 46.18%
5 Year 70.87% 50.78%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 11.9% 13.56%
Sharp 0.84% 0.81%
Beta 0.15% 0.71%
Alpha 8.73% 2.4%

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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
Fund Manage 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

Large Cap 91.39 54.41
Others 7.5 4.78
Mid Cap 1.11 17.96
Small Cap - 22.87

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Consumer Staples 28.94 5.34
Healthcare 22.43 8.8
Technology 10.8 9.59
Communication 2.93 7.22
Materials 4.63 4.89
Automobile 6.54 9.34
Metals & Mining 3.39 3.85
Energy 5.22 2.15
Financial 9.1 24.04
Services 2.17 7.94
Construction 0.98 3.99
Insurance 1.8 1.3
Consumer Discretionary 0.86 3.11
Others 0.21 2.16
Capital Goods - 2.67
Chemicals - 2.77
Textiles - 0.86

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