Edelweiss Recently Listed IPO Fund Regular Plan Growth vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Edelweiss Recently Listed IPO Fund Regular Plan Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹777 Cr | ₹896 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 23 Oct 2020 | 22 Feb 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | India Recent 100 IPO TRI |
Turn Over | 72% | 47% |
Expense Ratio | 2.4 | 2.29 |
Manager | Dhaval Joshi | Bhavesh Jain |
ISIN Code | INF209KB1T46 | INF754K01MH2 |
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 | Edelweiss Recently Listed IPO Fund - Growth charges 2.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
1 Month | 4.07% | 2.63% |
6 Month | 3.76% | -9.91% |
1 Year | 6.66% | -0.8% |
3 Year | 22.03% | 18.65% |
5 Year | - | 21.81% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
6 Month | 10.53% | 9.27% |
1 Year | 13.89% | 4.97% |
3 Year | 20.12% | 15.48% |
5 Year | - | 14.53% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
1 Year | 15.84% | 18.55% |
3 Year | 17.48% | 20.23% |
5 Year | - | 21.16% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Standard Deviation | 14.26% | 17.85% |
Sharp | 1.04% | 0.71% |
Beta | 0.98% | - |
Alpha | 0.77% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Name | Dhaval Joshi | Bhavesh Jain |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Others | 9.17 | 9.56 |
Large Cap | 52.08 | 14.73 |
Small Cap | 24.27 | 55.09 |
Mid Cap | 14.48 | 20.62 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
---|---|---|
Others | 3.28 | 2.45 |
Energy | 1.96 | - |
Technology | 10.52 | 6.38 |
Healthcare | 8.41 | 15.49 |
Basic Materials | 12.46 | 3.63 |
Financial Services | 23.04 | 12.63 |
Consumer Cyclical | 18.16 | 25.91 |
Industrials | 6.19 | 18.55 |
Consumer Defensive | 5.61 | 2.15 |
Communication Services | 7.41 | 6.21 |
Real Estate | 2.22 | - |
Utilities | 0.75 | 6.6 |
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