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Axis Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹812 Cr | ₹999 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 23 Oct 2020 | 01 Jul 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 200 |
| Turn Over | 72% | 126% |
| Expense Ratio | 2.4 | 2.2 |
| Manager | Dhaval Joshi | Vinayak Jayanath |
| ISIN Code | INF209KB1T46 | INF846K011A2 |
| 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 | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.17% | -2.91% |
| 6 Month | 8.66% | 5.31% |
| 1 Year | 1.62% | -7.98% |
| 3 Year | 18.15% | 14.53% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.37% | 3.79% |
| 1 Year | 8.89% | -1.8% |
| 3 Year | 18.82% | 10.61% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 14.97% |
| 3 Year | 17.48% | 13.99% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.26% | 14.34% |
| Sharp | 1.04% | 0.84% |
| Beta | 0.98% | 0.98% |
| Alpha | 0.77% | -1.14% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Vinayak Jayanath |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 18 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.35 | 3.46 |
| Large Cap | 51.51 | 61.05 |
| Small Cap | 23.48 | 1.35 |
| Mid Cap | 16.66 | 34.14 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.39 | 2.08 |
| Energy | 1.98 | 3 |
| Technology | 10.49 | 7.28 |
| Healthcare | 9.46 | 11.27 |
| Basic Materials | 12.71 | 8.59 |
| Financial Services | 23 | 34.1 |
| Consumer Cyclical | 18.21 | 6.52 |
| Industrials | 6.91 | 10.16 |
| Consumer Defensive | 5.23 | 6.92 |
| Communication Services | 7.67 | 9.51 |
| Real Estate | 2.17 | 0.58 |
| Utilities | 0.76 | - |
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