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Aditya Birla Sun Life Special Opportunities Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹101 Cr | ₹800 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 18 Apr 2008 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | BSE 500 |
| Turn Over | 119% | 72% |
| Expense Ratio | 0.94 | 2.4 |
| Manager | Ashutosh Bhargava | Dhaval Joshi |
| ISIN Code | INF204K01760 | INF209KB1T46 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.37% | -0.86% |
| 6 Month | 12.64% | 15.11% |
| 1 Year | -3.87% | -0.7% |
| 3 Year | 19.64% | 17.08% |
| 5 Year | 21.44% | - |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.06% | 5.15% |
| 1 Year | 6.38% | 11.34% |
| 3 Year | 18.22% | 18.98% |
| 5 Year | 19.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.68% | 14.41% |
| 3 Year | 11.62% | 17.71% |
| 5 Year | 11.87% | - |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.02% | 13.60% |
| Sharp | 1.11% | 0.81% |
| Beta | 0.99% | 0.98% |
| Alpha | 4.36% | 1.19% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Dhaval Joshi |
| Total AUM | ₹121448 Cr | ₹361932 Cr |
| Funds Managed | 12 | 55 |
| Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.99 | 11.26 |
| Large Cap | 76.26 | 50.46 |
| Mid Cap | 16.75 | 14.72 |
| Small Cap | - | 23.56 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.04 | 2.49 |
| Energy | 7.61 | 1.86 |
| Technology | 8.41 | 8.98 |
| Basic Materials | 5.99 | 12.02 |
| Industrials | 13 | 9.47 |
| Financial Services | 35.14 | 22.22 |
| Healthcare | 5.31 | 8.84 |
| Consumer Cyclical | 9.85 | 18.26 |
| Consumer Defensive | 2.83 | 5.35 |
| Utilities | 4.65 | 0.69 |
| Real Estate | 2.01 | 2.4 |
| Communication Services | 4.15 | 7.41 |
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