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Aditya Birla Sun Life Special Opportunities Fund vs Quant Quantamental Fund Regular compare

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

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tortoise-icon Quant Quantamental 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 Quantamental Fund Regular - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹805 Cr ₹2122 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 200 TRI
Turn Over 72% %
Expense Ratio 2.4 2
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209KB1T46 INF966L01AH5
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 Quantamental 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 Quantamental Fund Regular - Growth
1 Month 0.66% 1.63%
6 Month 14.29% 9.08%
1 Year 4.38% -3.88%
3 Year 19.61% 21.76%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
6 Month 4.23% 2.03%
1 Year 17.8% 10.06%
3 Year 18.7% 13.84%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Year 13.58% 23.61%
3 Year 17.62% 26.26%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 13.40% 17.328%
Sharp 0.83% 0.966%
Beta 0.98% -
Alpha 1.90% -

Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 13.32 43.02
Large Cap 51.97 50.9
Small Cap 22.53 1.78
Mid Cap 12.18 4.3

Sector Allocation

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 2.9 30.55
Energy 1.77 18.69
Technology 8.29 0.88
Consumer Cyclical 19.08 5.85
Healthcare 7.41 4.3
Basic Materials 11.61 -
Financial Services 24.31 16.85
Industrials 9.61 6.83
Communication Services 7.32 0.9
Consumer Defensive 5.01 -
Real Estate 2.07 5.91
Utilities 0.62 9.25

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