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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) | ₹800 Cr | ₹4367 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 | -1.34% | -3.04% |
| 6 Month | 11.05% | 12.53% |
| 1 Year | 4.56% | 10.33% |
| 3 Year | 16.68% | 17.4% |
| 5 Year | - | 24.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.64% | 3.9% |
| 1 Year | 7.31% | 9.58% |
| 3 Year | 17.26% | 17.6% |
| 5 Year | - | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.41% | 18.83% |
| 3 Year | 17.71% | 22.01% |
| 5 Year | - | 21.89% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.60% | 12.53% |
| Sharp | 0.81% | 0.96% |
| Beta | 0.98% | 0.93% |
| Alpha | 1.19% | 5.92% |
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 | 11.26 | 13.45 |
| Large Cap | 50.46 | 52.33 |
| Small Cap | 23.56 | 26.68 |
| Mid Cap | 14.72 | 7.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.49 | 6.01 |
| Energy | 1.86 | 4.88 |
| Technology | 8.98 | 6.41 |
| Healthcare | 8.84 | 8.47 |
| Basic Materials | 12.02 | - |
| Financial Services | 22.22 | 37.6 |
| Consumer Cyclical | 18.26 | 13.19 |
| Industrials | 9.47 | 6.09 |
| Consumer Defensive | 5.35 | - |
| Communication Services | 7.41 | 15.8 |
| Real Estate | 2.4 | 1.56 |
| Utilities | 0.69 | - |
Top Comparisons
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3Y Returns19.43%
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3Y Returns26.62%
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3Y Returns18.59%
Sundaram Diversified Equity (ELSS) Regular Plan - Growth
3Y Returns12.97%
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3Y Returns15.32%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns14.79%
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3Y Returns18.82%
