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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) | ₹1528 Cr | ₹863 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 | -0.3% | 1.92% |
| 6 Month | 3.57% | 10.63% |
| 1 Year | 3.38% | 9.04% |
| 3 Year | 18.17% | 18.15% |
| 5 Year | 16.08% | 18.59% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.18% | 7.04% |
| 1 Year | 12.34% | 26.06% |
| 3 Year | 17.06% | 20.57% |
| 5 Year | 16.28% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.64% | 12.75% |
| 3 Year | 16.75% | 17.87% |
| 5 Year | 17.18% | 20.09% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.15% | 13.49% |
| Sharp | 0.99% | 0.87% |
| Beta | 0.87% | 0.99% |
| Alpha | 5.68% | 2.31% |
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 | 7.45 | 15.73 |
| Large Cap | 64.46 | 50.26 |
| Small Cap | 20.57 | 23.48 |
| Mid Cap | 7.51 | 10.53 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.43 | 3.85 |
| Energy | 3.14 | 1.85 |
| Technology | 8.41 | 10.16 |
| Financial Services | 27.58 | 24.28 |
| Healthcare | 9.77 | 7.18 |
| Consumer Cyclical | 16.14 | 17.34 |
| Industrials | 7.34 | 9.11 |
| Basic Materials | 6.04 | 10.91 |
| Communication Services | 6.76 | 7.63 |
| Consumer Defensive | 3.1 | 4.97 |
| Real Estate | 0.99 | 2.08 |
| Utilities | 4.29 | 0.64 |
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