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

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

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Month 7.76% 4.71%
6 Month -3.68% -11.02%
1 Year 9.89% -0.15%
3 Year 17.29% 11.32%
5 Year - 20.55%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
6 Month 0.83% -2.98%
1 Year -3.17% -15.46%
3 Year 15.94% 7.46%
5 Year - 11.4%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Ethical Fund-Regular Plan - Growth Option
1 Year 17.62% 13.97%
3 Year 17.72% 13.84%
5 Year - 14.38%

Risk Management

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% 0.34%
Beta - 0.86%
Alpha - -0.44%

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Fund Managers

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

Market Cap

Scheme Name

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

Tata Ethical Fund-Regular Plan - Growth Option

Others 8.65 7.38
Large Cap 49.95 40.21
Small Cap 23.14 15
Mid Cap 18.25 37.41

Sector Allocation

Scheme Name

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

Tata Ethical Fund-Regular Plan - Growth Option

Others 5.81 7.38
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 - 5
Consumer Durables - 6.11
Fertilizers & Agrochemicals - 2.67
Petroleum Products - 3.77
Diversified FMCG - 4
Pharmaceuticals & Biotechnology - 12.46
IT - Software - 15.81
Healthcare Services - 3.17
Cement & Cement Products - 5.7
Chemicals & Petrochemicals - 5.38
Auto Components - 6.36
Personal Products - 3.45
Gas - 5.61
IT - Services - 0.89
Non - Ferrous Metals - 0.44
Automobiles - 2
Agricultural Food & other Products - 2.27
Retailing - 1.45
Food Products - 0.8
Electrical Equipment - 1.72
Oil - 1.18
Diversified - 0.62
Ferrous Metals - 0.57
Textiles & Apparels - 1.19

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