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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) | ₹896 Cr | ₹925 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 | -0.45% | -0.37% |
| 6 Month | 11.69% | 3.55% |
| 1 Year | 10.76% | -1.47% |
| 3 Year | 19.18% | 13.16% |
| 5 Year | 18.05% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.33% | 1.51% |
| 1 Year | 22.48% | 8.89% |
| 3 Year | 19.89% | 8.8% |
| 5 Year | 17.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.59% | 12.76% |
| 3 Year | 17.91% | 14.12% |
| 5 Year | 19.78% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.48% | 13.84% |
| Sharp | 0.86% | 0.46% |
| Beta | 1.00% | 1.03% |
| Alpha | 3.02% | -1.98% |
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 | 19.66 | 3.75 |
| Large Cap | 50.48 | 68.62 |
| Small Cap | 22.11 | 1.03 |
| Mid Cap | 7.75 | 26.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 2.47 |
| Energy | 1.88 | 9.07 |
| Technology | 10.79 | 3.51 |
| Consumer Cyclical | 16.43 | 17.47 |
| Healthcare | 5.49 | 5.41 |
| Consumer Defensive | 6.37 | 5.42 |
| Basic Materials | 9.26 | 2.08 |
| Financial Services | 26.83 | 36.94 |
| Industrials | 9.2 | 9.77 |
| Communication Services | 7.58 | 7.18 |
| Real Estate | 1.91 | 0.68 |
| Utilities | 0 | - |
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