Aditya Birla Sun Life Special Opportunities Fund vs Tata Ethical Fund compare

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

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Tata Ethical Fund-Regular Plan - Growth Option

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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	Tata Ethical Fund-Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹777 Cr	₹3456 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	23 Oct 2020	21 Aug 1996
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	Nifty 500 Shariah TRI
Turn Over	72%	11.72%
Expense Ratio	2.4	1.93
Manager	Dhaval Joshi	Abhinav Sharma
ISIN Code	INF209KB1T46	INF277K01956
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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	4.07%	2.83%
6 Month	3.76%	-2.39%
1 Year	6.66%	-5.13%
3 Year	22.03%	14.94%
5 Year	-	19.98%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	10.53%	6.82%
1 Year	13.89%	0.1%
3 Year	20.12%	10.78%
5 Year	-	12.86%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	15.84%	13.66%
3 Year	17.48%	13.52%
5 Year	-	14.51%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.26%	12.5%
Sharp	1.04%	0.48%
Beta	0.98%	0.87%
Alpha	0.77%	-0.97%

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Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Name	Dhaval Joshi	Abhinav Sharma
Total AUM	₹361932 Cr	₹5613 Cr
Funds Managed	55	3
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	9.17	9.13
Large Cap	52.08	39.88
Small Cap	24.27	14.76
Mid Cap	14.48	36.23

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	3.28	9.13
Energy	1.96	-
Technology	10.52	-
Healthcare	8.41	-
Basic Materials	12.46	-
Financial Services	23.04	-
Consumer Cyclical	18.16	-
Industrials	6.19	-
Consumer Defensive	5.61	-
Communication Services	7.41	-
Real Estate	2.22	-
Utilities	0.75	-
Industrial Products	-	5.02
Consumer Durables	-	4.81
Fertilizers & Agrochemicals	-	2.78
Petroleum Products	-	3.95
Diversified FMCG	-	3.87
Pharmaceuticals & Biotechnology	-	11.79
IT - Software	-	15.3
Healthcare Services	-	2.81
Cement & Cement Products	-	5.15
Chemicals & Petrochemicals	-	5.09
Auto Components	-	7.47
Personal Products	-	3.32
Gas	-	5.54
IT - Services	-	0.88
Automobiles	-	2.16
Agricultural Food & other Products	-	2.09
Retailing	-	1.45
Food Products	-	0.8
Electrical Equipment	-	1.92
Oil	-	1.22
Diversified	-	0.59
Ferrous Metals	-	1.65
Textiles & Apparels	-	1.21