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)	₹732 Cr	₹3253 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	1.92
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	3.22%	2.09%
6 Month	-2.2%	-6.93%
1 Year	6.93%	-3.75%
3 Year	21.25%	14.64%
5 Year	-	20.5%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	7.88%	4.3%
1 Year	7.35%	-5.3%
3 Year	18.7%	9.93%
5 Year	-	12.51%

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	14.687%	12.5%
Sharp	0.532%	0.48%
Beta	-	0.87%
Alpha	-	-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	8.65	8.04
Large Cap	49.95	40.72
Small Cap	23.14	14.62
Mid Cap	18.25	36.62

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	5.81	8.04
Energy	1.85	-
Technology	12.66	-
Healthcare	8.66	-
Basic Materials	13.04	-
Financial Services	22.13	-
Consumer Cyclical	16.47	-
Industrials	4.8	-
Consumer Defensive	4.65	-
Communication Services	6.88	-
Real Estate	2.18	-
Utilities	0.84	-
Industrial Products	-	4.76
Consumer Durables	-	5.19
Fertilizers & Agrochemicals	-	2.71
Petroleum Products	-	3.94
Diversified FMCG	-	4
Pharmaceuticals & Biotechnology	-	12.44
IT - Software	-	15.36
Healthcare Services	-	2.84
Cement & Cement Products	-	5.47
Chemicals & Petrochemicals	-	5.25
Auto Components	-	6.9
Personal Products	-	3.6
Gas	-	5.63
IT - Services	-	0.8
Automobiles	-	1.98
Agricultural Food & other Products	-	2.4
Retailing	-	1.46
Food Products	-	0.82
Electrical Equipment	-	1.73
Oil	-	1.21
Diversified	-	0.63
Ferrous Metals	-	1.61
Textiles & Apparels	-	1.23