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) | ₹800 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 | -1.34% | -3.46% |
6 Month | 11.05% | 8.85% |
1 Year | 4.56% | -9.46% |
3 Year | 16.68% | 21.62% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 4.64% | 1.59% |
1 Year | 7.31% | -1.72% |
3 Year | 17.26% | 13.54% |
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 | 13.60% | 17.328% |
Sharp | 0.81% | 0.966% |
Beta | 0.98% | - |
Alpha | 1.19% | - |
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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