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Aditya Birla Sun Life Special Opportunities Fund vs Quant Quantamental Fund Regular compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
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 | 4.19% | 2.24% |
| 6 Month | 19.36% | 13.38% |
| 1 Year | 1.36% | -11.1% |
| 3 Year | 17.33% | 18.83% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 6.94% | 1.59% |
| 1 Year | 17.59% | 4.45% |
| 3 Year | 19.54% | 13.77% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.41% | 24.9% |
| 3 Year | 17.71% | 27.02% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.58% | 17.328% |
| Sharp | 0.71% | 0.966% |
| Beta | 0.98% | - |
| Alpha | 1.86% | - |
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 | 11.26 | 14.21 |
| Large Cap | 50.46 | 70.4 |
| Small Cap | 23.56 | 11.36 |
| Mid Cap | 14.72 | 4.03 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 2.49 | 14.21 |
| Energy | 1.86 | 20.44 |
| Technology | 8.98 | 0.76 |
| Healthcare | 8.84 | 4.03 |
| Basic Materials | 12.02 | 0.16 |
| Financial Services | 22.22 | 32.44 |
| Consumer Cyclical | 18.26 | 8.35 |
| Industrials | 9.47 | 6.11 |
| Consumer Defensive | 5.35 | - |
| Communication Services | 7.41 | 0.87 |
| Real Estate | 2.4 | 5.85 |
| Utilities | 0.69 | 6.77 |
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