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)	₹896 Cr	₹3772 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	0.45%	-0.54%
6 Month	7.79%	0.49%
1 Year	16.89%	1.34%
3 Year	20.21%	11.73%
5 Year	16.89%	12.29%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	4.02%	1.52%
1 Year	20.24%	6.34%
3 Year	18.13%	6.35%
5 Year	16.6%	8.96%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	12.7%	14.61%
3 Year	17.98%	15.96%
5 Year	19.14%	16.07%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.56%	12.5%
Sharp	1.02%	0.53%
Beta	0.99%	0.85%
Alpha	2.86%	0.36%

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	19.66	6.72
Large Cap	50.48	51.59
Small Cap	22.11	12.27
Mid Cap	7.75	29.41

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	4.26	6.26
Energy	1.88	4
Technology	10.79	23.79
Consumer Cyclical	16.43	15.22
Healthcare	5.49	12.27
Consumer Defensive	6.37	11.74
Basic Materials	9.26	11.1
Financial Services	26.83	-
Industrials	9.2	11.93
Communication Services	7.58	-
Real Estate	1.91	-
Utilities	0	3.69