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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 Equity Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹732 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 Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.22% | 4.89% |
| 6 Month | -2.2% | -2.23% |
| 1 Year | 6.93% | -2.26% |
| 3 Year | 21.25% | 22.57% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 6 Month | 7.88% | 9.19% |
| 1 Year | 7.35% | 1.55% |
| 3 Year | 18.7% | 16.07% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.84% | 22.83% |
| 3 Year | 17.48% | 28.77% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.687% | 18.756% |
| Sharp | 0.532% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity 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 Equity Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 8.65 | 13.27 |
| Large Cap | 49.95 | 45.01 |
| Small Cap | 23.14 | 20.43 |
| Mid Cap | 18.25 | 21.29 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 5.81 | 13.27 |
| Energy | 1.85 | 9.56 |
| Technology | 12.66 | 3.22 |
| Healthcare | 8.66 | 19.88 |
| Basic Materials | 13.04 | - |
| Financial Services | 22.13 | 32.57 |
| Consumer Cyclical | 16.47 | 6.97 |
| Industrials | 4.8 | - |
| Consumer Defensive | 4.65 | 8.79 |
| Communication Services | 6.88 | - |
| Real Estate | 2.18 | - |
| Utilities | 0.84 | 5.74 |
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