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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

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

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) ₹622 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 -0.86% -1.54%
6 Month 1.38% -2.09%
1 Year 3.32% 1.84%
3 Year 15.29% 14.14%
5 Year 12.92% 23.12%

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 3.39% 2.56%
1 Year 13.36% 9.59%
3 Year 13.92% 10.71%
5 Year 12.49% 15.58%

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 12.08% 19.14%
3 Year 12.21% 22.73%
5 Year - 26.1%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation 12.85% 18.756%
Sharp 0.60% 0.643%
Beta 0.94% 1.112%
Alpha 1.31% 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 8.29 47.05
Large Cap 69.17 44.6
Mid Cap 16.94 5.6
Small Cap 5.61 2.74

Sector Allocation

Scheme Name

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

Quant ESG Integration Strategy Fund Regular - Growth

Others 1.31 30.25
Technology 13.69 0
Basic Materials 4.36 0.84
Consumer Defensive 8.46 8.84
Financial Services 37.57 15.24
Healthcare 6.8 5.01
Consumer Cyclical 21.04 12.79
Communication Services 5.86 -
Industrials 0.91 -
Energy - 9.08
Utilities - 10.1
Real Estate - 7.85

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