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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Chart Comparison
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) | ₹100 Cr | ₹605 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.08% | 3.43% |
| 6 Month | 14.11% | 13.31% |
| 1 Year | -0.2% | -3.84% |
| 3 Year | 19.61% | 12.35% |
| 5 Year | 22.98% | - |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.7% | 3.08% |
| 1 Year | 11.31% | 6.54% |
| 3 Year | 18.17% | 14.07% |
| 5 Year | 18.76% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.68% | 12.58% |
| 3 Year | 11.62% | 12% |
| 5 Year | 11.87% | - |
Risk Management
| 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% | 12.92% |
| Sharp | 0.93% | 0.46% |
| Beta | 1% | 0.92% |
| Alpha | 4.09% | 0.97% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 6.99 | 7.57 |
| Large Cap | 76.26 | 66.01 |
| Mid Cap | 16.75 | 18.6 |
| Small Cap | - | 7.82 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
|---|---|---|
| Others | 1.04 | 1.93 |
| Energy | 7.61 | - |
| Technology | 8.41 | 12.66 |
| Basic Materials | 5.99 | 5.23 |
| Industrials | 13 | 3.53 |
| Financial Services | 35.14 | 38.02 |
| Healthcare | 5.31 | 4.72 |
| Consumer Cyclical | 9.85 | 19.89 |
| Consumer Defensive | 2.83 | 8.56 |
| Utilities | 4.65 | - |
| Real Estate | 2.01 | 1.34 |
| Communication Services | 4.15 | 4.1 |
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