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) | ₹622 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 | 0.16% | 0.51% |
| 6 Month | 2.88% | 2.12% |
| 1 Year | 4.21% | 6.86% |
| 3 Year | 15.79% | 18.83% |
| 5 Year | 13.02% | - |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.39% | 3.75% |
| 1 Year | 13.36% | 14.15% |
| 3 Year | 13.92% | 13.21% |
| 5 Year | 12.49% | - |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.08% | 23.61% |
| 3 Year | 12.21% | 26.26% |
| 5 Year | - | - |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.18% | 15.62% |
| Sharp | 0.67% | 0.86% |
| Beta | 0.95% | 1.07% |
| Alpha | 0.24% | 3.17% |
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 | 8.29 | 48.3 |
| Large Cap | 69.17 | 48.04 |
| Mid Cap | 16.94 | 3.66 |
| Small Cap | 5.61 | 0 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 1.31 | 28.71 |
| Technology | 13.69 | - |
| Basic Materials | 4.36 | 0 |
| Consumer Defensive | 8.46 | - |
| Financial Services | 37.57 | 32.34 |
| Healthcare | 6.8 | 3.66 |
| Consumer Cyclical | 21.04 | 6.19 |
| Communication Services | 5.86 | 0 |
| Industrials | 0.91 | 7.48 |
| Real Estate | - | 5.91 |
| Utilities | - | 7.9 |
| Energy | - | 7.81 |
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