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)	₹863 Cr	₹3698 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	1.92%	1.82%
6 Month	10.63%	2.69%
1 Year	9.04%	-5.22%
3 Year	18.15%	10.59%
5 Year	18.59%	14.97%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
6 Month	6.03%	2.22%
1 Year	25.03%	8.2%
3 Year	19.88%	7.65%
5 Year	17.56%	9.79%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
1 Year	12.75%	14.74%
3 Year	17.87%	16.14%
5 Year	20.09%	16.09%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Standard Deviation	13.49%	12.5%
Sharp	0.87%	0.41%
Beta	0.99%	0.86%
Alpha	2.31%	-0.15%

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	15.73	8.22
Large Cap	50.26	45.98
Small Cap	23.48	17
Mid Cap	10.53	28.8

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Ethical Fund-Regular Plan - Growth Option
Others	3.85	8.22
Energy	1.85	-
Technology	10.16	-
Consumer Cyclical	17.34	-
Healthcare	7.18	-
Basic Materials	10.91	-
Financial Services	24.28	-
Industrials	9.11	-
Communication Services	7.63	-
Consumer Defensive	4.97	-
Real Estate	2.08	-
Utilities	0.64	-
Industrial Products	-	5.27
IT - Software	-	22.05
Consumer Durables	-	5.2
Fertilizers & Agrochemicals	-	1.15
Petroleum Products	-	3.13
Diversified FMCG	-	3.79
Non - Ferrous Metals	-	1.83
Pharmaceuticals & Biotechnology	-	8.98
Healthcare Services	-	3.32
Chemicals & Petrochemicals	-	5.06
Auto Components	-	7.02
Personal Products	-	2.83
Gas	-	4.94
IT - Services	-	0.71
Automobiles	-	3.5
Agricultural Food & other Products	-	2.15
Retailing	-	1.43
Food Products	-	0.79
Electrical Equipment	-	1.83
Diversified	-	0.55
Cement & Cement Products	-	2.65
Ferrous Metals	-	2.6
Textiles & Apparels	-	1