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)	₹825 Cr	₹3616 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	0.66%	-2.46%
6 Month	14.29%	4.82%
1 Year	4.38%	-9.67%
3 Year	19.61%	11.39%
5 Year	-	16.54%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	4.87%	-0.63%
1 Year	19.56%	0.91%
3 Year	19.43%	7.06%
5 Year	-	9.89%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	13.58%	13.35%
3 Year	17.62%	13.44%
5 Year	-	14.75%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.40%	12.95%
Sharp	0.83%	0.35%
Beta	0.98%	0.86%
Alpha	1.90%	-0.78%

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	13.32	8.67
Large Cap	51.97	46.63
Small Cap	22.53	14.12
Mid Cap	12.18	30.58

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	2.9	8.67
Energy	1.77	5.21
Technology	8.29	20.48
Consumer Cyclical	19.08	14.11
Healthcare	7.41	12.94
Basic Materials	11.61	11.57
Financial Services	24.31	-
Industrials	9.61	12.34
Communication Services	7.32	-
Consumer Defensive	5.01	10.65
Real Estate	2.07	-
Utilities	0.62	4.04