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 Risk | Very High Risk |
Asset Size (Cr) | ₹732 Cr | ₹975 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 | -3.91% | -6.81% |
6 Month | -7.68% | -15.33% |
1 Year | 7.04% | -5.9% |
3 Year | 13.24% | 10.33% |
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 | -5.11% | -18.54% |
3 Year | 15.34% | 9.01% |
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 | 17.62% | 16.7% |
3 Year | 17.72% | 14.68% |
5 Year | - | - |
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 |
---|---|---|
Others | 4.78 | 3.02 |
Large Cap | 54.41 | 65.9 |
Small Cap | 22.87 | 9.55 |
Mid Cap | 17.96 | 21.53 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 2.16 | 2.49 |
Materials | 4.89 | 5.8 |
Automobile | 9.34 | 12.59 |
Energy | 2.15 | 11.77 |
Technology | 9.59 | 3.81 |
Metals & Mining | 3.85 | - |
Financial | 24.04 | 23.09 |
Healthcare | 8.8 | 10.16 |
Chemicals | 2.77 | 1.8 |
Services | 7.94 | 4.97 |
Consumer Discretionary | 3.11 | - |
Consumer Staples | 5.34 | 6.8 |
Construction | 3.99 | 7.41 |
Capital Goods | 2.67 | 6.49 |
Communication | 7.22 | 1.27 |
Insurance | 1.3 | 1.55 |
Textiles | 0.86 | - |
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