Axis Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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tortoise-icon Axis Quant Fund - Regular Plan - 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 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) ₹755 Cr ₹1118 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 30 Jun 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 2.17
Manager Dhaval Joshi Vinayak Jayanath
ISIN Code INF209KB1T46 INF846K011A2
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
1 Month 1.75% 2.9%
6 Month 20.45% 14.95%
1 Year 44.02% 40.61%
3 Year 18.29% 18.21%
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 - -
1 Year 17.49% 15.4%
3 Year 37.16% 37.08%
5 Year 47.11% 37.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
1 Year 17.85% 16.43%
3 Year 46.18% 40.85%
5 Year 50.78% 40.85%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
Standard Deviation 13.56% 13.17%
Sharp 0.85% 0.92%
Beta 1% 0.87%
Alpha -0.29% 1.26%

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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
Fund Manage 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

Large Cap 54.41 65.9
Mid Cap 17.96 21.53
Small Cap 22.87 9.55
Others 4.78 3.02

Sector Allocation

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Axis Quant Fund - Regular Plan - Growth

Communication 7.22 1.27
Financial 24.04 23.09
Technology 9.59 3.81
Healthcare 8.8 10.16
Construction 3.99 7.41
Automobile 9.34 12.59
Energy 2.15 11.77
Others 2.16 2.49
Consumer Staples 5.34 6.8
Services 7.94 4.97
Materials 4.89 5.8
Capital Goods 2.67 6.49
Metals & Mining 3.85 -
Consumer Discretionary 3.11 -
Insurance 1.3 1.55
Chemicals 2.77 1.8
Textiles 0.86 -

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