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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) | ₹896 Cr | ₹4769 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 | -1.61% | -0.98% |
| 6 Month | 9.12% | 2.45% |
| 1 Year | 8.49% | 5.06% |
| 3 Year | 18.9% | 17.67% |
| 5 Year | 17.86% | 20.05% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.93% | 2.25% |
| 1 Year | 24.18% | 16.99% |
| 3 Year | 19.63% | 17.38% |
| 5 Year | 17.36% | 17.33% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 17.5% |
| 3 Year | 17.87% | 21.68% |
| 5 Year | 20.09% | 22.15% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.48% | 12.45% |
| Sharp | 0.86% | 0.83% |
| Beta | 1.00% | 0.97% |
| Alpha | 3.02% | 5.72% |
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 | 19.66 | 12.99 |
| Large Cap | 50.48 | 53.39 |
| Small Cap | 22.11 | 26.81 |
| Mid Cap | 7.75 | 6.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 4.5 |
| Energy | 1.88 | 5.04 |
| Technology | 10.79 | 7.9 |
| Consumer Cyclical | 16.43 | 12.81 |
| Healthcare | 5.49 | 7.41 |
| Consumer Defensive | 6.37 | - |
| Basic Materials | 9.26 | - |
| Financial Services | 26.83 | 38.53 |
| Industrials | 9.2 | 6.38 |
| Communication Services | 7.58 | 15.77 |
| Real Estate | 1.91 | 1.67 |
| Utilities | 0 | - |
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