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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) | ₹863 Cr | ₹4674 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 | 1.54% | -0.54% |
| 6 Month | 10.82% | 5% |
| 1 Year | 9.21% | 7.98% |
| 3 Year | 18.03% | 16.97% |
| 5 Year | 18.51% | 21.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.04% | 3.07% |
| 1 Year | 26.06% | 18.08% |
| 3 Year | 20.57% | 18.23% |
| 5 Year | 18.05% | 18.01% |
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 | 13.49% | 12.46% |
| Sharp | 0.87% | 0.88% |
| Beta | 0.99% | 0.97% |
| Alpha | 2.31% | 5.88% |
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 | 15.73 | 14.11 |
| Large Cap | 50.26 | 51.8 |
| Small Cap | 23.48 | 26.9 |
| Mid Cap | 10.53 | 7.19 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 5.65 |
| Energy | 1.85 | 4.87 |
| Technology | 10.16 | 7.44 |
| Consumer Cyclical | 17.34 | 12.45 |
| Healthcare | 7.18 | 7.95 |
| Basic Materials | 10.91 | - |
| Financial Services | 24.28 | 37.57 |
| Industrials | 9.11 | 6.43 |
| Communication Services | 7.63 | 16 |
| Consumer Defensive | 4.97 | - |
| Real Estate | 2.08 | 1.65 |
| Utilities | 0.64 | - |
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