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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) | ₹805 Cr | ₹924 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 | 5.18% | 7.05% |
| 6 Month | 19.87% | 25.66% |
| 1 Year | 1.95% | -0.41% |
| 3 Year | 18.55% | 15.59% |
| 5 Year | - | 20.03% |
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 | 6.94% | 9.39% |
| 1 Year | 17.59% | 17.24% |
| 3 Year | 19.54% | 17.73% |
| 5 Year | - | 15.11% |
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 | 14.41% | 17.84% |
| 3 Year | 17.71% | 19.85% |
| 5 Year | - | 21.26% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Standard Deviation | 13.58% | 17.35% |
| Sharp | 0.71% | 0.49% |
| Beta | 0.98% | - |
| Alpha | 1.86% | - |
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 | 13.76 | 27.81 |
| Large Cap | 50.13 | 19.01 |
| Small Cap | 22.69 | 38.29 |
| Mid Cap | 13.42 | 14.88 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 1.72 | 2.36 |
| Energy | 1.81 | - |
| Technology | 8.82 | 10.3 |
| Healthcare | 8.35 | 15.68 |
| Basic Materials | 11.55 | 5.24 |
| Financial Services | 21.78 | 10.27 |
| Consumer Cyclical | 19.02 | 29.22 |
| Industrials | 10.9 | 13.41 |
| Communication Services | 8.12 | 1.92 |
| Consumer Defensive | 5.14 | 2.53 |
| Real Estate | 2.14 | 2.32 |
| Utilities | 0.64 | 6.75 |
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