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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) | ₹223 Cr | ₹896 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 | -0.2% | 1.71% |
| 6 Month | 4.23% | 11.14% |
| 1 Year | 7.44% | 13.63% |
| 3 Year | 14.04% | 21.07% |
| 5 Year | 14.4% | 18.18% |
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 | 0.63% | 4.33% |
| 1 Year | 8.52% | 22.48% |
| 3 Year | 10.1% | 19.89% |
| 5 Year | 12.24% | 17.78% |
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 | 14.66% | 12.59% |
| 3 Year | 17.51% | 17.91% |
| 5 Year | 18% | 19.78% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.90% | 13.48% |
| Sharp | 0.51% | 0.86% |
| Beta | 1.05% | 1.00% |
| Alpha | -0.28% | 3.02% |
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 | 2.32 | 19.66 |
| Large Cap | 94.47 | 50.48 |
| Mid Cap | 3.21 | 7.75 |
| Small Cap | - | 22.11 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.02 | 4.26 |
| Energy | 3.84 | 1.88 |
| Technology | 6.9 | 10.79 |
| Industrials | 4.06 | 9.2 |
| Basic Materials | 9.72 | 9.26 |
| Healthcare | 18.31 | 5.49 |
| Consumer Defensive | 27.92 | 6.37 |
| Financial Services | 16.99 | 26.83 |
| Consumer Cyclical | 7.28 | 16.43 |
| Communication Services | 3.13 | 7.58 |
| Utilities | 1.83 | 0 |
| Real Estate | - | 1.91 |
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