Aditya Birla Sun Life Special Opportunities Fund vs Quant ESG Equity Fund Regular compare

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

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹863 Cr	₹288 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	23 Oct 2020	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 100 ESG TRI
Turn Over	72%	%
Expense Ratio	2.4	2.42
Manager	Dhaval Joshi	Sanjeev Sharma
ISIN Code	INF209KB1T46	INF966L01AB8
Exits Load	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	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	4.55%	4.23%
6 Month	12.28%	6.13%
1 Year	14.51%	1.16%
3 Year	18.94%	15.17%
5 Year	20%	27.11%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	6.13%	3.05%
1 Year	24.27%	12.73%
3 Year	20.3%	12.56%
5 Year	17.79%	17.04%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	12.72%	19.59%
3 Year	17.79%	23.35%
5 Year	21%	26.81%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.49%	18.756%
Sharp	0.87%	0.643%
Beta	0.99%	1.112%
Alpha	2.31%	6.426%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Name	Dhaval Joshi	Sanjeev Sharma
Total AUM	₹361932 Cr	₹39731 Cr
Funds Managed	55	22
	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	13.32	34.03
Large Cap	51.97	58.94
Small Cap	22.53	2.66
Mid Cap	12.18	4.36

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	2.9	16.19
Energy	1.77	3.48
Technology	8.29	9.78
Consumer Cyclical	19.08	12.76
Healthcare	7.41	4.36
Basic Materials	11.61	-
Financial Services	24.31	20.83
Industrials	9.61	-
Communication Services	7.32	-
Consumer Defensive	5.01	9.09
Real Estate	2.07	8.9
Utilities	0.62	14.59