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

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon 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) ₹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 3.96% 4.07%
6 Month 4.13% 3.76%
1 Year 5.26% 6.66%
3 Year 25.84% 22.03%
5 Year 24.22% -

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 9.43% 10.53%
1 Year 12.8% 13.89%
3 Year 21.09% 20.12%
5 Year 20.83% -

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 14.00% 14.26%
Sharp 1.28% 1.04%
Beta 0.99% 0.98%
Alpha 5.84% 0.77%

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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 2.06 9.17
Large Cap 79.78 52.08
Mid Cap 18.16 14.48
Small Cap - 24.27

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

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

Others 2.06 3.28
Petroleum Products 7.13 -
IT - Software 5 -
Construction 5.11 -
Non - Ferrous Metals 1.96 -
Banks 21.57 -
Leisure Services 1.9 -
Automobiles 6.71 -
Power 4.47 -
Capital Markets 2.95 -
Finance 8.39 -
Fertilizers & Agrochemicals 1.89 -
Personal Products 1.73 -
Agricultural Food & other Products 2.21 -
Diversified Metals 2.47 -
Aerospace & Defense 3.76 -
Pharmaceuticals & Biotechnology 4.54 -
Telecom - Services 4.2 -
Transport Services 2.47 -
Chemicals & Petrochemicals 1.62 -
Textiles & Apparels 2.15 -
Insurance 2 -
Beverages 2.35 -
Consumer Durables 1.36 -
Energy - 1.96
Technology - 10.52
Healthcare - 8.41
Basic Materials - 12.46
Financial Services - 23.04
Consumer Cyclical - 18.16
Industrials - 6.19
Consumer Defensive - 5.61
Communication Services - 7.41
Real Estate - 2.22
Utilities - 0.75

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