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 Equity 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 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) ₹725 Cr ₹200 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹1000 ₹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 2.35 2.39
Manager Dhaval Gala Sanjeev Sharma
ISIN Code INF209KB1U43 INF966L01AB8
Exits Load 1% for redemption within 30 days/365 Exit load of 1%, if redeemed within 15 days./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 5.01% 5.1%
6 Month 16.23% 22.85%
1 Year 31.53% 52.36%
3 Year 13.49% 29.71%
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 14.1% 21.9%
3 Year 25.35% 53.64%
5 Year 29.79% 74.14%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 11.61% 28.13%
3 Year 31.83% 69.46%
5 Year 34.17% 75.54%

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 0.49% 1.2%
Beta 0.97% 0.91%
Alpha -1.33% 12.89%

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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

Large Cap 65.37 54.11
Small Cap 14.59 22.4
Mid Cap 18.62 10.01
Others 1.42 13.46

Sector Allocation

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Technology 21.22 7.98
Financial 28.12 18.3
Capital Goods 7.21 -
Consumer Discretionary 8.83 -
Automobile 12.3 -
Communication 2.79 -
Services 6.56 17.06
Materials 3.65 0.43
Consumer Staples 1.87 13.5
Construction 2.71 -
Textiles 1.25 -
Insurance 1 4.95
Others 1.42 -2.96
Healthcare 1.07 16.19
Energy - 24.53

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