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% |
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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 |
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