Aditya Birla Sun Life Special Opportunities Fund vs Sundaram Services Fund Regular Plan compare

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

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tortoise-icon Sundaram Services 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 Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹686 Cr ₹3211 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark S&P BSE 500 TRI NIFTY Service Sector TRI
Turn Over 72% 29%
Expense Ratio 2.38 1.94
Manager Dhaval Joshi Rohit Seksaria
ISIN Code INF209KB1T46 INF903JA1EX7
Exits Load 1% for redemption within 30 days/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Month 4.87% 5.19%
6 Month 17.6% 11.82%
1 Year 42.9% 31.02%
3 Year 18.42% 19.85%
5 Year - 22.94%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
6 Month - -
1 Year 17.49% 10.89%
3 Year 37.16% 31.75%
5 Year 47.11% 74.85%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
1 Year 17.85% 24.09%
3 Year 46.18% 59.58%
5 Year 50.78% 82.86%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 13.56% 12.7%
Sharp 0.81% 0.98%
Beta 0.71% 0.83%
Alpha 2.4% 7.52%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth
Name Dhaval Joshi Rohit Seksaria
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 15
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Large Cap 54.41 51.63
Mid Cap 17.96 11.6
Small Cap 22.87 29.79
Others 4.78 7

Sector Allocation

Scheme Name

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

Sundaram Services Fund Regular Plan - Growth

Communication 7.22 9.31
Financial 24.04 38.91
Technology 9.59 8.99
Healthcare 8.8 6
Construction 3.99 1.48
Automobile 9.34 -
Energy 2.15 6.24
Others 2.16 1.68
Consumer Staples 5.34 -
Services 7.94 15.44
Materials 4.89 -
Capital Goods 2.67 -
Metals & Mining 3.85 -
Consumer Discretionary 3.11 4.58
Insurance 1.3 3.89
Chemicals 2.77 -
Textiles 0.86 1.25
Unclassified - 2.25

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