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ICICI Prudential ESG Exclusionary Strategy Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1471 Cr | ₹732 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 09 Oct 2020 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 36% | 72% |
| Expense Ratio | 2.17 | 2.4 |
| Manager | Mittul Kalawadia | Dhaval Joshi |
| ISIN Code | INF109KC1N75 | INF209KB1T46 |
| Exits Load | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.57% | 3.14% |
| 6 Month | -1.87% | -3.64% |
| 1 Year | 14.34% | 7.88% |
| 3 Year | 19.04% | 15.39% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.81% | 0.59% |
| 1 Year | 2.79% | -3.53% |
| 3 Year | 20.35% | 16.9% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.14% | 17.62% |
| 3 Year | 16.24% | 17.72% |
| 5 Year | - | - |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.253% | 14.687% |
| Sharp | 0.854% | 0.532% |
| Beta | 0.811% | - |
| Alpha | 6.291% | - |
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Fund Managers
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Mittul Kalawadia | Dhaval Joshi |
| Total AUM | ₹45730 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.67 | 8.65 |
| Large Cap | 67.52 | 49.95 |
| Mid Cap | 4.67 | 18.25 |
| Small Cap | 22.14 | 23.14 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.67 | 5.81 |
| Energy | 2.07 | 1.85 |
| Technology | 8.96 | 12.66 |
| Financial Services | 25.66 | 22.13 |
| Basic Materials | 5.48 | 13.04 |
| Healthcare | 9.86 | 8.66 |
| Consumer Cyclical | 14.65 | 16.47 |
| Industrials | 8.2 | 4.8 |
| Consumer Defensive | 4.08 | 4.65 |
| Communication Services | 11.26 | 6.88 |
| Utilities | 4.12 | 0.84 |
| Real Estate | - | 2.18 |
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