Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL Infrastructure Fund - (G) and Aditya Birla SL Special Opportunities Fund-Dir (G) are Sectoral / Thematic, Equity schemes. Aditya Birla SL Infrastructure Fund - (G) is 20 yrs 2 m old and manages ₹1,119.54 Crs, whereas Aditya Birla SL Special Opportunities Fund-Dir (G) is 5 yrs 6 m old with ₹944.4 Crs.
• Aditya Birla SL Infrastructure Fund - (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Aditya Birla SL Infrastructure Fund - (G) has its top 3 sectors in Infrastructure Developers & Operators (14.60%), Capital Goods - Electrical Equipment (13.46%), and Capital Goods-Non Electrical Equipment (7.06%), while Aditya Birla SL Special Opportunities Fund-Dir (G) focuses on Banks (18.53%), IT - Software (7.03%), and Finance (6.74%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• Aditya Birla SL Infrastructure Fund - (G) holds Larsen & Toubro Limited (7.25%), Bharti Airtel Limited (5.78%), NTPC Limited (4.20%), Reliance Industries Limited (4.07%), and UltraTech Cement Limited (3.78%), whereas Aditya Birla SL Special Opportunities Fund-Dir (G) holds Clearing Corporation of India Limited (6.23%), Bharti Airtel Limited (5.67%), ICICI Bank Limited (4.38%), Aditya Infotech Ltd (4.20%), and Infosys Limited (3.24%).
• The funds share exposure to Bharti Airtel Limited, which makes their performance partly correlated. However, the unique holdings like Larsen & Toubro Limited in Aditya Birla SL Infrastructure Fund - (G) and Clearing Corporation of India Limited in Aditya Birla SL Special Opportunities Fund-Dir (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Aditya Birla SL Infrastructure Fund - (G) has 94.55% equity and 0.00% debt, while Aditya Birla SL Special Opportunities Fund-Dir (G) has 94.80% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL Infrastructure Fund - (G) outperformed Aditya Birla SL Special Opportunities Fund-Dir (G) in 3 Months, 6 Months, 1 Year, 5 Years (returns: -5.99%, -5.55%, 7.36%, 17.77% ) but underperformed in 3 Years (returns: 18.83%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.