Tata Ethical Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Tata Ethical Fund-Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹732 Cr	₹3253 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	23 Oct 2020	21 Aug 1996
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	Nifty 500 Shariah TRI
Turn Over	72%	11.72%
Expense Ratio	2.4	1.92
Manager	Dhaval Joshi	Abhinav Sharma
ISIN Code	INF209KB1T46	INF277K01956
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	Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	4.79%	3.71%
6 Month	2.21%	-4%
1 Year	10.22%	-0.47%
3 Year	18.98%	13.12%
5 Year	-	21.74%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	6%	2.74%
1 Year	5.87%	-6.03%
3 Year	19.34%	10.92%
5 Year	-	13.32%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	17.62%	13.97%
3 Year	17.72%	13.84%
5 Year	-	14.38%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.687%	12.5%
Sharp	0.532%	0.34%
Beta	-	0.86%
Alpha	-	-0.44%

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Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Name	Dhaval Joshi	Abhinav Sharma
Total AUM	₹361932 Cr	₹5613 Cr
Funds Managed	55	3
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	8.65	7.38
Large Cap	49.95	40.21
Small Cap	23.14	15
Mid Cap	18.25	37.41

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	5.81	7.38
Energy	1.85	-
Technology	12.66	-
Healthcare	8.66	-
Basic Materials	13.04	-
Financial Services	22.13	-
Consumer Cyclical	16.47	-
Industrials	4.8	-
Consumer Defensive	4.65	-
Communication Services	6.88	-
Real Estate	2.18	-
Utilities	0.84	-
Industrial Products	-	5
Consumer Durables	-	6.11
Fertilizers & Agrochemicals	-	2.67
Petroleum Products	-	3.77
Diversified FMCG	-	4
Pharmaceuticals & Biotechnology	-	12.46
IT - Software	-	15.81
Healthcare Services	-	3.17
Cement & Cement Products	-	5.7
Chemicals & Petrochemicals	-	5.38
Auto Components	-	6.36
Personal Products	-	3.45
Gas	-	5.61
IT - Services	-	0.89
Non - Ferrous Metals	-	0.44
Automobiles	-	2
Agricultural Food & other Products	-	2.27
Retailing	-	1.45
Food Products	-	0.8
Electrical Equipment	-	1.72
Oil	-	1.18
Diversified	-	0.62
Ferrous Metals	-	0.57
Textiles & Apparels	-	1.19