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 Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹629 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 Equity Fund Regular - Growth |
---|---|---|
1 Month | 2.5% | 4.89% |
6 Month | -4.8% | -2.23% |
1 Year | 8.42% | -2.26% |
3 Year | 18.21% | 22.57% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | 6.66% | 9.19% |
1 Year | 5.04% | 1.55% |
3 Year | 15.74% | 16.07% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Equity 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 Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.714% | 18.756% |
Sharp | 0.235% | 0.643% |
Beta | 0.98% | 1.112% |
Alpha | -1.517% | 6.426% |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant ESG Equity 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 Equity Fund Regular - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 3.16 | 13.27 |
Large Cap | 69.87 | 45.01 |
Mid Cap | 17.77 | 21.29 |
Small Cap | 9.2 | 20.43 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 2.11 | 13.27 |
Technology | 23.14 | 3.22 |
Consumer Defensive | 5.42 | 8.79 |
Financial Services | 31 | 32.57 |
Healthcare | 0.3 | 19.88 |
Consumer Cyclical | 20.99 | 6.97 |
Real Estate | 2.51 | - |
Utilities | 1.72 | 5.74 |
Industrials | 7.07 | - |
Communication Services | 3.5 | - |
Basic Materials | 2.25 | - |
Energy | - | 9.56 |
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