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Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth vs Tata Resources & Energy Fund-Direct Plan-Growth
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth and Tata Resources & Energy Fund- are both in the Sectoral/ Thematic category, from Aditya Birla Sun Life AMC Limited and Tata Asset Management Limited respectively. Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has posted a higher 3-year rolling CAGR. Tata Resources & Energy Fund- has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Tata Resources & Energy Fund- has the lower direct-plan expense ratio, by 0.35 percentage points.
| Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| Category | Sectoral/ Thematic | Sectoral/ Thematic |
| AMC | Aditya Birla Sun Life AMC Limited | Tata Asset Management Limited |
| Benchmark | BSE 500 TRI | Nifty Commodities TRI |
| NAV | ₹29.61 (2026-10-28) | ₹53.8222 (2026-10-28) |
| AUM | ₹1,356.868 Cr | ₹1,326.7 Cr |
| Expense Ratio (Direct) | 1.19% | 0.84% |
| Inception | 2020-10-05 | 2015-12-04 |
Returns
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth leads on 3-year rolling CAGR (19.9% vs Tata Resources & Energy Fund-'s 19.6%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Tata Resources & Energy Fund- has been the more volatile of the two by standard deviation.
| Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.64 | 0.32 |
| 3Y Alpha | 8.2058% | 1.3481% |
| 3Y Std Deviation | 14.045% | 16.9361% |
| 3Y Calmar Ratio | 0.91 | 0.62 |
Portfolio Analytics
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth | Tata Resources & Energy Fund-Direct Plan-Growth | |
|---|---|---|
| P/E Ratio | 27.0064 | 18.1025 |
| P/B Ratio | 6.656 | 10.3901 |
| Dividend Yield | 0.7593% | 2.003% |
| Active Share | 77.6% | 48.09% |
| Portfolio Turnover | 39% | - |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a higher 3-year return, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth or Tata Resources & Energy Fund-?
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth's 3-year rolling CAGR of 19.9% is higher than Tata Resources & Energy Fund-'s 19.6%. Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth sits in the 75th percentile of its category on this metric, versus the 73rd percentile for Tata Resources & Energy Fund- - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth or Tata Resources & Energy Fund-?
Tata Resources & Energy Fund-'s direct-plan expense ratio is 0.35 percentage points lower than Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth or Tata Resources & Energy Fund-?
By standard deviation (a measure of how much a fund's returns swing around its own average), Tata Resources & Energy Fund- has been more volatile than Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.64 for Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth vs 0.32 for Tata Resources & Energy Fund-) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth or Tata Resources & Energy Fund-?
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth has ₹1,357 Cr in assets under management, versus ₹1,327 Cr for Tata Resources & Energy Fund-. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth or Tata Resources & Energy Fund-?
Tata Resources & Energy Fund- launched on 2015-12-04, making it older than Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth (launched 2020-10-05). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.