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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) | ₹805 Cr | ₹907 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 | 4.19% | 0.65% |
| 6 Month | 19.36% | 11.91% |
| 1 Year | 1.36% | -11.38% |
| 3 Year | 17.33% | 11.33% |
| 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 | 6.94% | 1.45% |
| 1 Year | 17.59% | 1.27% |
| 3 Year | 19.54% | 8.86% |
| 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 | 14.41% | 13.63% |
| 3 Year | 17.71% | 14.54% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.58% | 13.88% |
| Sharp | 0.71% | 0.38% |
| Beta | 0.98% | 0.99% |
| Alpha | 1.86% | -1.85% |
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 | 11.26 | 1.58 |
| Large Cap | 50.46 | 58.68 |
| Small Cap | 23.56 | 1.42 |
| Mid Cap | 14.72 | 38.32 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.49 | 0.96 |
| Energy | 1.86 | 2.98 |
| Technology | 8.98 | 6.58 |
| Healthcare | 8.84 | 8.98 |
| Basic Materials | 12.02 | 10.16 |
| Financial Services | 22.22 | 31.82 |
| Consumer Cyclical | 18.26 | 7.53 |
| Industrials | 9.47 | 12.73 |
| Consumer Defensive | 5.35 | 8.57 |
| Communication Services | 7.41 | 9.08 |
| Real Estate | 2.4 | 0.62 |
| Utilities | 0.69 | - |
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