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Sundaram Services Fund Regular Plan vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹777 Cr | ₹4161 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Oct 2020 | 01 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY Service Sector TRI |
| Turn Over | 72% | 29% |
| Expense Ratio | 2.4 | 1.94 |
| Manager | Dhaval Joshi | Rohit Seksaria |
| ISIN Code | INF209KB1T46 | INF903JA1EX7 |
| Exits Load | 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 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.07% | 4.54% |
| 6 Month | 3.76% | 7.92% |
| 1 Year | 6.66% | 15.04% |
| 3 Year | 22.03% | 23.86% |
| 5 Year | - | 26.81% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.53% | 12.36% |
| 1 Year | 13.89% | 22.67% |
| 3 Year | 20.12% | 22.23% |
| 5 Year | - | 21.53% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 19.51% |
| 3 Year | 17.48% | 21.93% |
| 5 Year | - | 21.73% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.26% | 13.00% |
| Sharp | 1.04% | 1.25% |
| Beta | 0.98% | 0.91% |
| Alpha | 0.77% | 6.26% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Rohit Seksaria |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 15 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.17 | 13.05 |
| Large Cap | 52.08 | 50.84 |
| Small Cap | 24.27 | 28.34 |
| Mid Cap | 14.48 | 7.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.28 | 6.88 |
| Energy | 1.96 | 5.23 |
| Technology | 10.52 | 6.53 |
| Healthcare | 8.41 | 7.98 |
| Basic Materials | 12.46 | - |
| Financial Services | 23.04 | 38 |
| Consumer Cyclical | 18.16 | 12.47 |
| Industrials | 6.19 | 6.29 |
| Consumer Defensive | 5.61 | - |
| Communication Services | 7.41 | 14.93 |
| Real Estate | 2.22 | 1.69 |
| Utilities | 0.75 | - |
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