ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Quant Quantamental Fund Regular compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹637 Cr | ₹2122 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Dec 2020 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
Turn Over | 18% | % |
Expense Ratio | 2.41 | 2 |
Manager | Dhaval Gala | Sanjeev Sharma |
ISIN Code | INF209KB1U43 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | 3.43% | 3.08% |
6 Month | 1.8% | 4.54% |
1 Year | 8.46% | -6.22% |
3 Year | 18.98% | 28.35% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 9.42% | 9.87% |
1 Year | 10.38% | 5.3% |
3 Year | 17.66% | 19.66% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 13.55% | 26.08% |
3 Year | 11.66% | 27.24% |
5 Year | - | - |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.57% | 17.328% |
Sharp | 0.61% | 0.966% |
Beta | 0.96% | - |
Alpha | 0.60% | - |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 3.16 | 20.63 |
Large Cap | 69.87 | 67.16 |
Mid Cap | 17.77 | 4.91 |
Small Cap | 9.2 | 7.29 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 2.11 | 20.63 |
Technology | 23.14 | - |
Consumer Defensive | 5.42 | 9.85 |
Financial Services | 31 | 25.04 |
Healthcare | 0.3 | 6.32 |
Consumer Cyclical | 20.99 | 5.52 |
Real Estate | 2.51 | - |
Utilities | 1.72 | 6.93 |
Industrials | 7.07 | 10.49 |
Communication Services | 3.5 | 0.9 |
Basic Materials | 2.25 | 1.38 |
Energy | - | 12.94 |
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