SBI Magnum Comma Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
SBI Comma Fund - Regular Plan - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹830 Cr | ₹896 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 08 Aug 2005 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY COMMODITIES TRI | BSE 500 |
| Turn Over | 65% | 72% |
| Expense Ratio | 2.52 | 2.4 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01339 | INF209KB1T46 |
| Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.39% | -1.61% |
| 6 Month | 4.23% | 9.12% |
| 1 Year | 2.87% | 8.49% |
| 3 Year | 15.73% | 18.9% |
| 5 Year | 17.44% | 17.86% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.82% | 4.93% |
| 1 Year | 14.78% | 24.18% |
| 3 Year | 14.13% | 19.63% |
| 5 Year | 13.41% | 17.36% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.44% | 12.75% |
| 3 Year | 12.17% | 17.87% |
| 5 Year | 11.2% | 20.09% |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 16.13% | 13.48% |
| Sharp | 0.63% | 0.86% |
| Beta | 0.81% | 1.00% |
| Alpha | 1.36% | 3.02% |
Fund Managers
| Scheme Name | SBI Comma 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 Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.84 | 19.66 |
| Large Cap | 49.53 | 50.48 |
| Small Cap | 24.37 | 22.11 |
| Mid Cap | 17.26 | 7.75 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.14 | 4.26 |
| Energy | 25.12 | 1.88 |
| Basic Materials | 49.4 | 9.26 |
| Financial Services | 1.85 | 26.83 |
| Consumer Cyclical | 3.23 | 16.43 |
| Consumer Defensive | 4.07 | 6.37 |
| Utilities | 9.19 | 0 |
| Technology | - | 10.79 |
| Healthcare | - | 5.49 |
| Industrials | - | 9.2 |
| Communication Services | - | 7.58 |
| Real Estate | - | 1.91 |
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