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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) | ₹109 Cr | ₹896 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 | -0.47% | -0.11% |
| 6 Month | 2.42% | 8.41% |
| 1 Year | 6.67% | 12.9% |
| 3 Year | 20.3% | 20.31% |
| 5 Year | 19.92% | 18.02% |
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 | 2.97% | 6.07% |
| 1 Year | 13.65% | 24.62% |
| 3 Year | 16.15% | 19.87% |
| 5 Year | 17.74% | 17.74% |
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 | 11.01% | 12.59% |
| 3 Year | 11.85% | 17.91% |
| 5 Year | 11.99% | 19.78% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.09% | 13.48% |
| Sharp | 0.92% | 0.86% |
| Beta | 1.00% | 1.00% |
| Alpha | 5.18% | 3.02% |
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 | 5.51 | 19.66 |
| Large Cap | 76.72 | 50.48 |
| Mid Cap | 17.77 | 7.75 |
| Small Cap | - | 22.11 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.89 | 4.26 |
| Energy | 8.29 | 1.88 |
| Technology | 8.17 | 10.79 |
| Industrials | 15.14 | 9.2 |
| Consumer Defensive | 4.09 | 6.37 |
| Basic Materials | 4.85 | 9.26 |
| Financial Services | 32.37 | 26.83 |
| Healthcare | 5.15 | 5.49 |
| Consumer Cyclical | 14.42 | 16.43 |
| Communication Services | 4.24 | 7.58 |
| Utilities | 2.4 | 0 |
| Real Estate | - | 1.91 |
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