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) | ₹777 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 | 2.14% | 1.4% |
6 Month | 4.74% | 4.63% |
1 Year | 6.4% | -7.55% |
3 Year | 20.9% | 27.34% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 10.53% | 9.68% |
1 Year | 13.89% | 5.98% |
3 Year | 20.12% | 18.63% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 15.84% | 26.08% |
3 Year | 17.48% | 27.24% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.26% | 17.328% |
Sharp | 1.04% | 0.966% |
Beta | 0.98% | - |
Alpha | 0.77% | - |
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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 | 9.17 | 15.22 |
Large Cap | 52.08 | 70.06 |
Small Cap | 24.27 | 8.42 |
Mid Cap | 14.48 | 6.3 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 3.28 | 15.22 |
Energy | 1.96 | 17.14 |
Technology | 10.52 | 1.18 |
Healthcare | 8.41 | 3.9 |
Basic Materials | 12.46 | 1.4 |
Financial Services | 23.04 | 29.86 |
Consumer Cyclical | 18.16 | 8.33 |
Industrials | 6.19 | 5.92 |
Consumer Defensive | 5.61 | 2.74 |
Communication Services | 7.41 | 0.93 |
Real Estate | 2.22 | 5.71 |
Utilities | 0.75 | 7.67 |
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