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Aditya Birla Sun Life Special Opportunities Fund vs Quant ESG Equity Fund Regular compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
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) | ₹896 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.79% | -3.02% |
| 6 Month | 9.43% | -0.29% |
| 1 Year | 9.16% | -0.95% |
| 3 Year | 18.89% | 13.68% |
| 5 Year | 17.77% | 23.45% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.93% | 2.34% |
| 1 Year | 24.18% | 11.71% |
| 3 Year | 19.63% | 11.29% |
| 5 Year | 17.36% | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.59% | 19.14% |
| 3 Year | 17.91% | 22.73% |
| 5 Year | 19.78% | 26.1% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.48% | 18.756% |
| Sharp | 0.86% | 0.643% |
| Beta | 1.00% | 1.112% |
| Alpha | 3.02% | 6.426% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 19.66 | 47.05 |
| Large Cap | 50.48 | 44.6 |
| Small Cap | 22.11 | 2.74 |
| Mid Cap | 7.75 | 5.6 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 4.26 | 30.25 |
| Energy | 1.88 | 9.08 |
| Technology | 10.79 | 0 |
| Consumer Cyclical | 16.43 | 12.79 |
| Healthcare | 5.49 | 5.01 |
| Consumer Defensive | 6.37 | 8.84 |
| Basic Materials | 9.26 | 0.84 |
| Financial Services | 26.83 | 15.24 |
| Industrials | 9.2 | - |
| Communication Services | 7.58 | - |
| Real Estate | 1.91 | 7.85 |
| Utilities | 0 | 10.1 |
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