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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) | ₹732 Cr | ₹907 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 | 3.22% | 2.64% |
| 6 Month | -2.2% | -10.24% |
| 1 Year | 6.93% | 1.92% |
| 3 Year | 21.25% | 16.3% |
| 5 Year | - | 21.94% |
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 | 7.88% | 5.2% |
| 1 Year | 7.35% | -1.74% |
| 3 Year | 18.7% | 14.05% |
| 5 Year | - | 13.76% |
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 | 14.687% | 18.145% |
| Sharp | 0.532% | 0.234% |
| Beta | - | - |
| Alpha | - | - |
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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 | 8.65 | 4.43 |
| Large Cap | 49.95 | 13.48 |
| Small Cap | 23.14 | 64.17 |
| Mid Cap | 18.25 | 17.92 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 5.81 | 4.37 |
| Energy | 1.85 | - |
| Technology | 12.66 | 6.63 |
| Healthcare | 8.66 | 18.07 |
| Basic Materials | 13.04 | 3.86 |
| Financial Services | 22.13 | 9.71 |
| Consumer Cyclical | 16.47 | 23.21 |
| Industrials | 4.8 | 21.6 |
| Consumer Defensive | 4.65 | 2.49 |
| Communication Services | 6.88 | 4.54 |
| Real Estate | 2.18 | - |
| Utilities | 0.84 | 5.51 |
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