- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹97 Cr | ₹777 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 | 1.35% | 1.39% |
| 6 Month | 2.69% | 2.24% |
| 1 Year | 6.28% | 6.53% |
| 3 Year | 25.48% | 21.37% |
| 5 Year | 24.31% | - |
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 | 6.16% | 6.43% |
| 1 Year | 6.36% | 6.46% |
| 3 Year | 20.35% | 18.82% |
| 5 Year | 20.46% | - |
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 | 11.98% | 15.84% |
| 3 Year | 11.46% | 17.48% |
| 5 Year | 11.83% | - |
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% | 14.79% |
| Sharp | 1.08% | 0.78% |
| Beta | 0.98% | 0.99% |
| Alpha | 4.19% | 0.31% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.52 | 8.65 |
| Large Cap | 79.07 | 49.95 |
| Mid Cap | 19.41 | 18.25 |
| Small Cap | - | 23.14 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.52 | 5.81 |
| Petroleum Products | 7.12 | - |
| IT - Software | 5.81 | - |
| Construction | 4.71 | - |
| Non - Ferrous Metals | 1.96 | - |
| Banks | 21.54 | - |
| Pharmaceuticals & Biotechnology | 6.45 | - |
| Cement & Cement Products | 2.14 | - |
| Leisure Services | 1.97 | - |
| Automobiles | 5.68 | - |
| Capital Markets | 2.51 | - |
| Finance | 7.03 | - |
| Fertilizers & Agrochemicals | 1.85 | - |
| Personal Products | 1.93 | - |
| Agricultural Food & other Products | 2.23 | - |
| Diversified Metals | 2.41 | - |
| Aerospace & Defense | 3.12 | - |
| Telecom - Services | 3.7 | - |
| Transport Services | 2.47 | - |
| Chemicals & Petrochemicals | 1.57 | - |
| Power | 2.96 | - |
| Textiles & Apparels | 2.14 | - |
| Insurance | 1.94 | - |
| Beverages | 2.45 | - |
| Consumer Durables | 1.89 | - |
| Financial Technology (Fintech) | 0.9 | - |
| Energy | - | 1.85 |
| Technology | - | 12.66 |
| Healthcare | - | 8.66 |
| Basic Materials | - | 13.04 |
| Financial Services | - | 22.13 |
| Consumer Cyclical | - | 16.47 |
| Industrials | - | 4.8 |
| Consumer Defensive | - | 4.65 |
| Communication Services | - | 6.88 |
| Real Estate | - | 2.18 |
| Utilities | - | 0.84 |
Top Comparisons
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.56%
DSP Large & Mid Cap Fund - Regular Growth
3Y Returns25.27%
ICICI Prudential Gilt Fund - Growth
3Y Returns8.95%
LIC MF GILT FUND-Growth
3Y Returns6.71%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns13.38%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns28.15%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns14.01%
