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) | ₹786 Cr | ₹825 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 | 3.67% | 3.56% |
| 6 Month | 12.86% | 12.52% |
| 1 Year | 6.43% | 8.92% |
| 3 Year | 16.71% | 18.74% |
| 5 Year | 21.32% | 20.99% |
SIP Return Analysis
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.53% | 2.33% |
| 1 Year | 13.01% | 13.31% |
| 3 Year | 14.01% | 16.74% |
| 5 Year | 13.69% | 15.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.54% | 13.58% |
| 3 Year | 11.92% | 17.62% |
| 5 Year | 11.01% | - |
Risk Management
| Scheme Name | SBI Comma Fund - Regular Plan - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.17% | 13.49% |
| Sharp | 0.67% | 0.87% |
| Beta | 0.79% | 0.99% |
| Alpha | 0.70% | 2.31% |
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 | 8.28 | 13.32 |
| Large Cap | 47.47 | 51.97 |
| Small Cap | 27.67 | 22.53 |
| Mid Cap | 16.58 | 12.18 |
Sector Allocation
| Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.13 | 2.9 |
| Energy | 23.84 | 1.77 |
| Basic Materials | 52.58 | 11.61 |
| Financial Services | 1.95 | 24.31 |
| Consumer Cyclical | 3.85 | 19.08 |
| Consumer Defensive | 4.06 | 5.01 |
| Utilities | 7.58 | 0.62 |
| Technology | - | 8.29 |
| Healthcare | - | 7.41 |
| Industrials | - | 9.61 |
| Communication Services | - | 7.32 |
| Real Estate | - | 2.07 |
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