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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) ₹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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