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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 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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