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

Link copied to clipboard!

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

Invest Now

Tata Ethical Fund-Regular Plan - Growth Option

Invest Now

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)	₹777 Cr	₹3456 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Month	4.29%	2.36%
6 Month	4.91%	-1.76%
1 Year	8.21%	-3.46%
3 Year	22.31%	15.24%
5 Year	-	20.28%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	10.48%	5.9%
1 Year	12.65%	-2.25%
3 Year	20.71%	10.87%
5 Year	-	13.01%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	15.84%	13.66%
3 Year	17.48%	13.52%
5 Year	-	14.51%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	14.79%	12.5%
Sharp	0.78%	0.48%
Beta	0.99%	0.87%
Alpha	0.31%	-0.97%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	8.04
Large Cap	49.95	40.72
Small Cap	23.14	14.62
Mid Cap	18.25	36.62

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	5.81	8.04
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	-	4.76
Consumer Durables	-	5.19
Fertilizers & Agrochemicals	-	2.71
Petroleum Products	-	3.94
Diversified FMCG	-	4
Pharmaceuticals & Biotechnology	-	12.44
IT - Software	-	15.36
Healthcare Services	-	2.84
Cement & Cement Products	-	5.47
Chemicals & Petrochemicals	-	5.25
Auto Components	-	6.9
Personal Products	-	3.6
Gas	-	5.63
IT - Services	-	0.8
Automobiles	-	1.98
Agricultural Food & other Products	-	2.4
Retailing	-	1.46
Food Products	-	0.82
Electrical Equipment	-	1.73
Oil	-	1.21
Diversified	-	0.63
Ferrous Metals	-	1.61
Textiles & Apparels	-	1.23