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) | ₹605 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 | 3.63% | 2.68% |
6 Month | 14.46% | 13.78% |
1 Year | -3.54% | -10.41% |
3 Year | 13.81% | 19.9% |
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 | 3.08% | 1.59% |
1 Year | 6.54% | 4.45% |
3 Year | 14.07% | 13.77% |
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 | 12.58% | 24.9% |
3 Year | 12% | 27.02% |
5 Year | - | - |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.92% | 17.328% |
Sharp | 0.46% | 0.966% |
Beta | 0.92% | - |
Alpha | 0.97% | - |
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 | 6.82 | 21.28 |
Large Cap | 68.38 | 64.73 |
Mid Cap | 17.66 | 4.01 |
Small Cap | 7.14 | 9.98 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 1.13 | 21.28 |
Technology | 13.12 | 0.85 |
Basic Materials | 4.81 | 0 |
Financial Services | 37.47 | 32.1 |
Consumer Defensive | 9.1 | - |
Healthcare | 5.86 | 4.01 |
Consumer Cyclical | 20.65 | 5.34 |
Real Estate | 1.28 | 5.96 |
Industrials | 2.36 | 6.54 |
Communication Services | 4.22 | 0.91 |
Energy | - | 15.55 |
Utilities | - | 7.47 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns16.62%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9.6%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.61%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.28%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.15%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns21.8%
HDFC Money Market Fund - Growth Option
3Y Returns7.44%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.14%