ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Nippon India Quant Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Fund	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹103 Cr	₹602 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹500
Launch Date	18 Apr 2008	24 Dec 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200	NIFTY 100 ESG TRI
Turn Over	119%	18%
Expense Ratio	0.94	2.41
Manager	Ashutosh Bhargava	Dhaval Gala
ISIN Code	INF204K01760	INF209KB1U43
Exits Load	Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365	Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month	0.91%	1.46%
6 Month	5.91%	7.23%
1 Year	3.18%	1.01%
3 Year	19.4%	13.35%
5 Year	21.53%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month	3.39%	3.83%
1 Year	13.48%	12.22%
3 Year	17.17%	14.62%
5 Year	18.17%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year	11.49%	12.08%
3 Year	11.69%	12.21%
5 Year	11.91%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation	13.02%	12.86%
Sharp	1.05%	0.55%
Beta	1%	0.93%
Alpha	4.08%	0.30%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Name	Ashutosh Bhargava	Dhaval Gala
Total AUM	₹121448 Cr	₹23597 Cr
Funds Managed	12	7
	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	0.9	7.35
Large Cap	82.83	68.88
Mid Cap	16.27	18.02
Small Cap	-	5.75

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Others	0.9	1.38
Petroleum Products	7.14	-
IT - Software	7.83	-
Construction	4.8	-
Diversified FMCG	2.44	-
Banks	19.87	-
Pharmaceuticals & Biotechnology	3.23	-
Automobiles	11.19	-
Ferrous Metals	1.31	-
Insurance	1.74	-
Capital Markets	2.69	-
Finance	7.93	-
Fertilizers & Agrochemicals	1.75	-
Diversified Metals	1.58	-
Food Products	1.98	-
Aerospace & Defense	3.73	-
Realty	1.59	-
Telecom - Services	4.01	-
Healthcare Services	1.87	-
Transport Services	2.44	-
Chemicals & Petrochemicals	1.78	-
Power	2.64	-
Retailing	1.96	-
Textiles & Apparels	2.17	-
Consumer Durables	1.43	-
Technology	-	12.74
Basic Materials	-	4.64
Financial Services	-	38.07
Consumer Defensive	-	8.82
Healthcare	-	6.36
Consumer Cyclical	-	20.76
Industrials	-	1.87
Communication Services	-	5.36
Real Estate	-	0