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

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Nippon India Quant Fund -Growth Plan - Growth Option

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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)	₹100 Cr	₹805 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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	3.43%	5.18%
6 Month	15%	19.87%
1 Year	0.52%	1.95%
3 Year	20.72%	18.55%
5 Year	22.69%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	3.7%	6.94%
1 Year	11.31%	17.59%
3 Year	18.17%	19.54%
5 Year	18.76%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	11.68%	14.41%
3 Year	11.62%	17.71%
5 Year	11.87%	-

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.02%	13.58%
Sharp	0.93%	0.71%
Beta	1%	0.98%
Alpha	4.09%	1.86%

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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	5.49	13.76
Large Cap	74.26	50.13
Mid Cap	20.25	13.42
Small Cap	-	22.69

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	0.95	1.72
Energy	6.72	1.81
Technology	9.51	8.82
Industrials	12.78	10.9
Consumer Defensive	4.65	5.14
Financial Services	32.52	21.78
Healthcare	5.26	8.35
Consumer Cyclical	10.82	19.02
Basic Materials	6.84	11.55
Real Estate	1.93	2.14
Communication Services	4.16	8.12
Utilities	3.87	0.64