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) | ₹679 Cr | ₹309 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 | 2.39 |
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 | -4.8% | -5.86% |
6 Month | -1.94% | -18.03% |
1 Year | 14.83% | -0.95% |
3 Year | 8.84% | 15.87% |
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 | - | - |
1 Year | 7.02% | -12.09% |
3 Year | 15.84% | 15.96% |
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 | 15.46% | 24.8% |
3 Year | 11.92% | 29.82% |
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 | 14.18% | 17.3% |
Sharp | 0.54% | 1.25% |
Beta | 0.97% | 0.94% |
Alpha | -1.91% | 12.45% |
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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 |
Fund Manage | 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 | 1.42 | 9.98 |
Large Cap | 65.37 | 55.99 |
Mid Cap | 18.62 | 5.88 |
Small Cap | 14.59 | 28.14 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 1.42 | 9.98 |
Technology | 21.22 | - |
Consumer Staples | 1.87 | - |
Financial | 28.12 | - |
Healthcare | 1.07 | - |
Automobile | 12.3 | - |
Construction | 2.71 | - |
Capital Goods | 7.21 | - |
Insurance | 1 | 16.89 |
Services | 6.56 | - |
Materials | 3.65 | - |
Consumer Discretionary | 8.83 | - |
Communication | 2.79 | - |
Textiles | 1.25 | - |
Petroleum Products | - | 9.32 |
Pharmaceuticals & Biotechnology | - | 11.59 |
Agricultural Food & other Products | - | 5 |
Food Products | - | 21.03 |
Finance | - | 11.77 |
Telecom - Services | - | 4.71 |
IT - Software | - | 0.88 |
Retailing | - | 7.83 |
Commercial Services & Supplies | - | 0.99 |
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