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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.65 | 7.38 |
Large Cap | 49.95 | 40.21 |
Small Cap | 23.14 | 15 |
Mid Cap | 18.25 | 37.41 |
Sector Allocation
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 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.93%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.5%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns20.39%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns24.08%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns25.77%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns20.26%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns22.67%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns25.1%