ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Quant ESG Equity Fund Regular compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹605 Cr | ₹288 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Dec 2020 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 100 ESG TRI |
Turn Over | 18% | % |
Expense Ratio | 2.41 | 2.42 |
Manager | Dhaval Gala | Sanjeev Sharma |
ISIN Code | INF209KB1U43 | INF966L01AB8 |
Exits Load | 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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | 3.29% | 5.43% |
6 Month | 14.73% | 15.76% |
1 Year | -3.61% | -11.75% |
3 Year | 13.7% | 14.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 3.08% | 1.98% |
1 Year | 6.54% | 3.4% |
3 Year | 14.07% | 11.87% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 12.58% | 21.51% |
3 Year | 12% | 27.16% |
5 Year | - | - |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.92% | 18.756% |
Sharp | 0.46% | 0.643% |
Beta | 0.92% | 1.112% |
Alpha | 0.97% | 6.426% |
Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Dhaval Gala | Sanjeev Sharma |
Total AUM | ₹23597 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 7.57 | 17.05 |
Large Cap | 66.01 | 56.62 |
Mid Cap | 18.6 | 6.37 |
Small Cap | 7.82 | 19.96 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 1.93 | 13.28 |
Technology | 12.66 | 6.68 |
Basic Materials | 5.23 | - |
Financial Services | 38.02 | 30.3 |
Consumer Defensive | 8.56 | 8.25 |
Healthcare | 4.72 | 6.37 |
Consumer Cyclical | 19.89 | 12.42 |
Real Estate | 1.34 | 9.51 |
Industrials | 3.53 | - |
Communication Services | 4.1 | - |
Utilities | - | 12.75 |
Energy | - | 0.44 |
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