Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan vs SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH appears stronger across the board, boasting a higher star rating of 5 and significantly better returns, with a 1-year return of 20.99% and a 3-year CAGR of 25.46% compared to Aditya Birla Sun Life Low Duration Fund's 1-year return of 17.78% and 3-year CAGR of 7.26%. While the expense ratio for both funds is relatively close, with SBI's at 0.99% and Aditya Birla's at 1.0%, the larger AUM of SBI at ₹5870 Cr versus Aditya Birla's ₹1725 Cr indicates a more established fund. Investors should consider that while SBI offers higher returns and a better rating, it may come with higher volatility associated with equity sector investments compared to Aditya Birla's focus.
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Sectoral
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Aditya Birla Sun Life ... | SBI HEALTHCARE OPPORTU... |
|---|---|---|
| NAV | ₹17.98 | ₹608.26 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.0% | 0.99% |
| AUM | ₹1,725 Cr | ₹5,870 Cr |
| 1M Return | +5.15% | +4.12% |
| 3M Return | -0.39% | +1.54% |
| 6M Return | +20.11% | +15.93% |
| 1Y Return | +17.78% | +20.99% |
| 3Y CAGR | +7.26% | +25.46% |
| 5Y CAGR | +6.79% | +19.69% |
| Risk Level | — | — |
| Fund Manager | Dhaval Gala | Tanmaya Desai |