- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Equity ESG Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy 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) | ₹5832 Cr | ₹812 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 01 Jan 1991 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 31% | 72% |
| Expense Ratio | 1.94 | 2.4 |
| Manager | Rohit Shimpi | Dhaval Joshi |
| ISIN Code | INF200K01214 | INF209KB1T46 |
| Exits Load | SBI 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 | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.32% | -1.58% |
| 6 Month | 4.31% | 7.26% |
| 1 Year | -2.18% | 0.95% |
| 3 Year | 13.72% | 17.95% |
| 5 Year | 18.1% | - |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.3% | 6.37% |
| 1 Year | 3.55% | 8.89% |
| 3 Year | 13.33% | 18.82% |
| 5 Year | 13.75% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.01% | 14.41% |
| 3 Year | 12.54% | 17.71% |
| 5 Year | 13.08% | - |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.36% | 14.26% |
| Sharp | 0.96% | 1.04% |
| Beta | 0.89% | 0.98% |
| Alpha | 0.55% | 0.77% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Rohit Shimpi | Dhaval Joshi |
| Total AUM | ₹15441 Cr | ₹361932 Cr |
| Funds Managed | 6 | 55 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.59 | 8.35 |
| Large Cap | 78.93 | 51.51 |
| Mid Cap | 13.38 | 16.66 |
| Small Cap | 4.11 | 23.48 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.59 | 1.39 |
| Energy | 3.64 | 1.98 |
| Industrials | 14.3 | 6.91 |
| Technology | 12.67 | 10.49 |
| Consumer Defensive | 2.97 | 5.23 |
| Basic Materials | 5.63 | 12.71 |
| Financial Services | 35.73 | 23 |
| Consumer Cyclical | 14.96 | 18.21 |
| Healthcare | 3.85 | 9.46 |
| Real Estate | 1.12 | 2.17 |
| Utilities | 1.54 | 0.76 |
| Communication Services | - | 7.67 |
Top Comparisons
LIC MF Overnight Fund Regular - Growth
3Y Returns6.32%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.34%
Bandhan Income Plus Arbitrage Fund of Funds - Regular Plan - Growth
3Y Returns7.22%
Axis Income Plus Arbitrage Active FOF - Regular Plan - Growth
3Y Returns7.82%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns15.2%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns8.05%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns7.69%
