Aditya Birla Sun Life Special Opportunities Fund vs Nippon India Quant Fund compare

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Nippon India Quant Fund -Growth Plan - Growth Option

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹103 Cr	₹825 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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	0.91%	2.45%
6 Month	5.91%	12.9%
1 Year	3.18%	7.82%
3 Year	19.4%	18.35%
5 Year	21.53%	20.34%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	3.39%	6.55%
1 Year	13.48%	22.33%
3 Year	17.17%	19.82%
5 Year	18.17%	17.57%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	11.49%	13.58%
3 Year	11.69%	17.62%
5 Year	11.91%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.02%	13.49%
Sharp	1.05%	0.87%
Beta	1%	0.99%
Alpha	4.08%	2.31%

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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	0.9	13.32
Large Cap	82.83	51.97
Mid Cap	16.27	12.18
Small Cap	-	22.53

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	0.9	2.9
Petroleum Products	7.14	-
IT - Software	7.83	-
Construction	4.8	-
Diversified FMCG	2.44	-
Banks	19.87	-
Pharmaceuticals & Biotechnology	3.23	-
Automobiles	11.19	-
Ferrous Metals	1.31	-
Insurance	1.74	-
Capital Markets	2.69	-
Finance	7.93	-
Fertilizers & Agrochemicals	1.75	-
Diversified Metals	1.58	-
Food Products	1.98	-
Aerospace & Defense	3.73	-
Realty	1.59	-
Telecom - Services	4.01	-
Healthcare Services	1.87	-
Transport Services	2.44	-
Chemicals & Petrochemicals	1.78	-
Power	2.64	-
Retailing	1.96	-
Textiles & Apparels	2.17	-
Consumer Durables	1.43	-
Energy	-	1.77
Technology	-	8.29
Consumer Cyclical	-	19.08
Healthcare	-	7.41
Basic Materials	-	11.61
Financial Services	-	24.31
Industrials	-	9.61
Communication Services	-	7.32
Consumer Defensive	-	5.01
Real Estate	-	2.07
Utilities	-	0.62