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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) | ₹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 |
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 | 2.7% | 3.56% |
| 6 Month | 6.65% | 12.52% |
| 1 Year | 6.16% | 8.92% |
| 3 Year | 19.79% | 18.74% |
| 5 Year | 22.79% | 20.99% |
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 | 0.55% | 2.33% |
| 1 Year | 7.88% | 13.31% |
| 3 Year | 15.24% | 16.74% |
| 5 Year | 17.15% | 15.86% |
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 | 11.49% | 13.58% |
| 3 Year | 11.69% | 17.62% |
| 5 Year | 11.91% | - |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.12% | 13.49% |
| Sharp | 0.95% | 0.87% |
| Beta | 0.99% | 0.99% |
| Alpha | 5.02% | 2.31% |
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 | 5.42 | 13.32 |
| Large Cap | 76.36 | 51.97 |
| Mid Cap | 18.22 | 12.18 |
| Small Cap | - | 22.53 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.92 | 2.9 |
| Energy | 7.14 | 1.77 |
| Technology | 9.26 | 8.29 |
| Industrials | 12.75 | 9.61 |
| Consumer Defensive | 4.42 | 5.01 |
| Financial Services | 32.23 | 24.31 |
| Healthcare | 5.11 | 7.41 |
| Consumer Cyclical | 15.29 | 19.08 |
| Basic Materials | 4.63 | 11.61 |
| Real Estate | 1.59 | 2.07 |
| Communication Services | 4.01 | 7.32 |
| Utilities | 2.64 | 0.62 |
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