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) | ₹6748 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 | 1.25% | 1.31% |
| 6 Month | 6.48% | 1.42% |
| 1 Year | 7.22% | -0.39% |
| 3 Year | 17.49% | 11.73% |
| 5 Year | - | 22.01% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | 2.04% | 0.76% |
| 1 Year | 13.96% | 6.09% |
| 3 Year | 15.06% | 7.66% |
| 5 Year | - | 12.11% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 12.74% | 16.58% |
| 3 Year | 17.21% | 19.55% |
| 5 Year | - | 19.17% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Quant Multi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.54% | 17.19% |
| Sharp | 0.76% | 0.474% |
| Beta | 0.92% | 1.132% |
| Alpha | -0.86% | -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 | 8.01 | 25.57 |
| Large Cap | 42.43 | 28.61 |
| Small Cap | 30.12 | 22.87 |
| Mid Cap | 19.44 | 22.95 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 3.84 | 13.91 |
| Energy | 1.3 | 11.39 |
| Technology | 9.63 | 1.39 |
| Consumer Cyclical | 16.74 | 8.78 |
| Consumer Defensive | 8.11 | 7.23 |
| Industrials | 10.3 | 14.74 |
| Basic Materials | 7.57 | 3.49 |
| Financial Services | 28.93 | 16.38 |
| Healthcare | 7.6 | 8.64 |
| Communication Services | 3.16 | 2.97 |
| Utilities | 0.6 | 7.27 |
| Real Estate | 2.24 | 3.82 |
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