Aditya Birla Sun Life Multi vs Quant Active Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Quant Multi Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹6508 Cr | ₹9863 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 07 May 2021 | 04 Apr 2001 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 37% | % |
Expense Ratio | 1.84 | 1.73 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209KB1Y23 | INF966L01234 |
Exits Load | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Active Fund - 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 Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
1 Month | -1.41% | -3.02% |
6 Month | 14.22% | 8% |
1 Year | 1.24% | -13.62% |
3 Year | 16.94% | 13.09% |
5 Year | - | 23.19% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
6 Month | 3.8% | -0.6% |
1 Year | 4.1% | -7.9% |
3 Year | 14.91% | 6.66% |
5 Year | - | 12.99% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
1 Year | 14.36% | 16.85% |
3 Year | 17.8% | 20.14% |
5 Year | - | 19.12% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.53% | 17.19% |
Sharp | 0.79% | 0.474% |
Beta | 0.95% | 1.132% |
Alpha | 1.10% | -0.949% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
---|---|---|
Name | Dhaval Joshi | Sanjeev Sharma |
Total AUM | ₹361932 Cr | ₹39731 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 8.09 | 14.73 |
Large Cap | 40.14 | 33.22 |
Small Cap | 29.45 | 24.44 |
Mid Cap | 22.33 | 27.6 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Quant Multi Cap Fund-Growth |
---|---|---|
Others | 2.52 | 13.17 |
Energy | 1.26 | 12.99 |
Technology | 7.63 | 1.33 |
Consumer Cyclical | 15.71 | 9.58 |
Consumer Defensive | 8.63 | 10.25 |
Industrials | 13.55 | 16.29 |
Financial Services | 26.36 | 12.03 |
Healthcare | 7.67 | 8.77 |
Basic Materials | 9.83 | 3.4 |
Communication Services | 2.86 | 2.8 |
Utilities | 1.46 | 5.5 |
Real Estate | 2.52 | 3.89 |
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