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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) | ₹825 Cr | ₹903 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 | 5.47% | 3.32% |
| 6 Month | 13.13% | 4.62% |
| 1 Year | 9.01% | -4.23% |
| 3 Year | 19.36% | 12.47% |
| 5 Year | 21.14% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.77% | 1.19% |
| 1 Year | 21.76% | 6.11% |
| 3 Year | 20.16% | 9.29% |
| 5 Year | 17.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.58% | 12.76% |
| 3 Year | 17.62% | 14.12% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.40% | 13.84% |
| Sharp | 0.83% | 0.43% |
| Beta | 0.98% | 1.02% |
| Alpha | 1.90% | -3.00% |
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 | 13.32 | 1.66 |
| Large Cap | 51.97 | 62.16 |
| Small Cap | 22.53 | 1.37 |
| Mid Cap | 12.18 | 34.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.9 | 0.97 |
| Energy | 1.77 | 7.94 |
| Technology | 8.29 | 3.82 |
| Consumer Cyclical | 19.08 | 9.15 |
| Healthcare | 7.41 | 9.07 |
| Basic Materials | 11.61 | 2.36 |
| Financial Services | 24.31 | 37.3 |
| Industrials | 9.61 | 16.21 |
| Communication Services | 7.32 | 6.93 |
| Consumer Defensive | 5.01 | 5.56 |
| Real Estate | 2.07 | 0.69 |
| Utilities | 0.62 | - |
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