- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹800 Cr | ₹916 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 | -0.86% | 1.01% |
| 6 Month | 15.11% | 20.22% |
| 1 Year | -0.7% | -0.73% |
| 3 Year | 17.08% | 14.95% |
| 5 Year | - | 19.14% |
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 | 2.56% | 6.24% |
| 1 Year | 6.81% | 8.21% |
| 3 Year | 16.76% | 15.39% |
| 5 Year | - | 14.17% |
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 | 13.60% | 17.57% |
| Sharp | 0.81% | 0.59% |
| Beta | 0.98% | - |
| Alpha | 1.19% | - |
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 | 11.26 | 18.56 |
| Large Cap | 50.46 | 15.9 |
| Small Cap | 23.56 | 46.58 |
| Mid Cap | 14.72 | 18.96 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Edelweiss Recently Listed IPO Fund Regular Plan Growth |
|---|---|---|
| Others | 2.49 | 3.11 |
| Energy | 1.86 | - |
| Technology | 8.98 | 7.66 |
| Healthcare | 8.84 | 15.1 |
| Basic Materials | 12.02 | 4.38 |
| Financial Services | 22.22 | 13.49 |
| Consumer Cyclical | 18.26 | 26.52 |
| Industrials | 9.47 | 16.56 |
| Consumer Defensive | 5.35 | 1.47 |
| Communication Services | 7.41 | 4.19 |
| Real Estate | 2.4 | 1.18 |
| Utilities | 0.69 | 6.33 |
Top Comparisons
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.9%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.79%
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
3Y Returns12.66%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns14.43%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.11%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.73%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns15.41%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
