SBI Equity Minimum Variance Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund	SBI Equity Minimum Variance Fund - Regular Plan - 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)	₹225 Cr	₹812 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	19 Mar 2019	23 Oct 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	BSE 500
Turn Over	37%	72%
Expense Ratio	0.75	2.4
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200KA1A48	INF209KB1T46
Exits Load	SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	-0.17%	0.41%
6 Month	3.29%	6.19%
1 Year	-1.15%	5.32%
3 Year	16.16%	20.28%
5 Year	19.33%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	4.96%	8.45%
1 Year	2.57%	10.71%
3 Year	12.16%	19.17%
5 Year	13.95%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	16.43%	15.84%
3 Year	17.98%	17.48%
5 Year	18.51%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.75%	14.26%
Sharp	0.81%	1.04%
Beta	1.02%	0.98%
Alpha	-0.57%	0.77%

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Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	1.1	9.17
Large Cap	95.57	52.08
Mid Cap	3.33	14.48
Small Cap	-	24.27

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	0.17	3.28
Energy	3.99	1.96
Technology	11.94	10.52
Industrials	3.38	6.19
Basic Materials	6.33	12.46
Consumer Defensive	24.62	5.61
Financial Services	17.91	23.04
Healthcare	17.43	8.41
Consumer Cyclical	9.47	18.16
Communication Services	2.91	7.41
Utilities	1.85	0.75
Real Estate	-	2.22