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Aditya Birla Sun Life Special Opportunities Fund vs Sundaram Services Fund Regular Plan compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹777 Cr | ₹4161 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Oct 2020 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY Service Sector TRI |
| Turn Over | 72% | 29% |
| Expense Ratio | 2.4 | 1.94 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF209KB1T46 | INF903JA1EX7 |
| Exits Load | 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.29% | 5.3% |
| 6 Month | 4.91% | 9.58% |
| 1 Year | 8.21% | 16.53% |
| 3 Year | 22.31% | 24.31% |
| 5 Year | - | 27.45% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.48% | 13.73% |
| 1 Year | 12.65% | 23.8% |
| 3 Year | 20.71% | 23.04% |
| 5 Year | - | 21.99% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 19.51% |
| 3 Year | 17.48% | 21.93% |
| 5 Year | - | 21.73% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 13.50% |
| Sharp | 0.78% | 0.94% |
| Beta | 0.99% | 0.91% |
| Alpha | 0.31% | 5.41% |
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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 |
| Funds Managed | 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 |
|---|---|---|
| Others | 8.65 | 9.97 |
| Large Cap | 49.95 | 50.92 |
| Small Cap | 23.14 | 28.8 |
| Mid Cap | 18.25 | 10.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.81 | 6.38 |
| Energy | 1.85 | 5.11 |
| Technology | 12.66 | 7.92 |
| Healthcare | 8.66 | 7.46 |
| Basic Materials | 13.04 | - |
| Financial Services | 22.13 | 37.21 |
| Consumer Cyclical | 16.47 | 12.78 |
| Industrials | 4.8 | 5.77 |
| Consumer Defensive | 4.65 | - |
| Communication Services | 6.88 | 15.5 |
| Real Estate | 2.18 | 1.87 |
| Utilities | 0.84 | - |
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