- 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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Ethical Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
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) | ₹805 Cr | ₹3616 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 | 1.93 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.18% | -1.95% |
| 6 Month | 15.77% | 5.66% |
| 1 Year | 3.29% | -10.49% |
| 3 Year | 19.82% | 11.5% |
| 5 Year | - | 16.63% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.23% | 0.3% |
| 1 Year | 17.8% | 1.72% |
| 3 Year | 18.7% | 7.5% |
| 5 Year | - | 10.04% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.58% | 13.35% |
| 3 Year | 17.62% | 13.44% |
| 5 Year | - | 14.75% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.40% | 12.5% |
| Sharp | 0.83% | 0.41% |
| Beta | 0.98% | 0.86% |
| Alpha | 1.90% | -0.78% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 13.76 | 9.93 |
| Large Cap | 50.13 | 45.94 |
| Small Cap | 22.69 | 14.53 |
| Mid Cap | 13.42 | 29.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 1.72 | 9.93 |
| Energy | 1.81 | 4.9 |
| Technology | 9.7 | 21.47 |
| Healthcare | 8.35 | 13.05 |
| Basic Materials | 11.55 | 9.86 |
| Financial Services | 21.78 | - |
| Consumer Cyclical | 19.02 | 13.49 |
| Industrials | 10.03 | 12.2 |
| Communication Services | 8.12 | - |
| Consumer Defensive | 5.14 | 11.15 |
| Real Estate | 2.14 | - |
| Utilities | 0.64 | 3.95 |
Top Comparisons
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.5%
HSBC Business Cycles Fund - Regular Growth
3Y Returns22.15%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns17.49%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns18.18%
