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) | ₹653 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 | 0.68% | 0.72% |
6 Month | 4.22% | 3.65% |
1 Year | 2.95% | -7.28% |
3 Year | 16.21% | 19.85% |
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 | 5.45% | 7.04% |
1 Year | 5.39% | 2.7% |
3 Year | 15.32% | 14.99% |
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 | 13.55% | 22.83% |
3 Year | 11.66% | 28.77% |
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 | 13.98% | 18.756% |
Sharp | 0.85% | 0.643% |
Beta | 0.95% | 1.112% |
Alpha | 0.88% | 6.426% |
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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 | 7.95 | 16.71 |
Large Cap | 63.97 | 60.16 |
Mid Cap | 18.4 | 4.15 |
Small Cap | 9.69 | 18.98 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 2 | 12.85 |
Technology | 13.41 | 3.01 |
Basic Materials | 4.86 | - |
Financial Services | 38.25 | 23.17 |
Consumer Defensive | 6.51 | 7.69 |
Healthcare | 4.04 | 18.72 |
Consumer Cyclical | 20.01 | 12.32 |
Real Estate | 1.3 | 9.5 |
Industrials | 5.47 | - |
Communication Services | 4.17 | - |
Utilities | - | 12.29 |
Energy | - | 0.44 |
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