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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) | ₹224 Cr | ₹805 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 | 3.03% | 4.73% |
| 6 Month | 12.7% | 19.97% |
| 1 Year | -6.49% | 1.76% |
| 3 Year | 14.45% | 18.4% |
| 5 Year | 17.41% | - |
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 | 3.97% | 6.94% |
| 1 Year | 9.14% | 17.59% |
| 3 Year | 11.86% | 19.54% |
| 5 Year | 13.39% | - |
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 | 13.00% | 13.58% |
| Sharp | 0.50% | 0.71% |
| Beta | 1.00% | 0.98% |
| Alpha | 0.51% | 1.86% |
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 |
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