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DSP 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 DSP 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 DSP Quant Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹800 Cr ₹912 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 10 Jun 2019
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 200
Turn Over 72% 55%
Expense Ratio 2.4 1.28
Manager Dhaval Joshi Anil Ghelani
ISIN Code INF209KB1T46 INF740KA1NN3
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
1 Month -0.86% -0.73%
6 Month 15.11% 11.05%
1 Year -0.7% -4.93%
3 Year 17.08% 10.04%
5 Year - 13.45%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
6 Month 5.15% 2.56%
1 Year 11.34% 3.44%
3 Year 18.98% 10.14%
5 Year - 10.03%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
1 Year 14.41% 14.78%
3 Year 17.71% 12.27%
5 Year - 16.22%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
Standard Deviation 13.60% 12.21%
Sharp 0.81% 0.37%
Beta 0.98% 0.88%
Alpha 1.19% -3.70%

Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth
Name Dhaval Joshi Anil Ghelani
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 5
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth DSP Quant Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

DSP Quant Fund - Regular Plan - Growth

Others 11.26 7.65
Large Cap 50.46 62.33
Small Cap 23.56 -
Mid Cap 14.72 30.01

Sector Allocation

Scheme Name

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

DSP Quant Fund - Regular Plan - Growth

Others 2.49 1.95
Energy 1.86 -
Technology 8.98 15.66
Healthcare 8.84 7.85
Basic Materials 12.02 7.07
Financial Services 22.22 29.81
Consumer Cyclical 18.26 11.37
Industrials 9.47 3.18
Consumer Defensive 5.35 16.1
Communication Services 7.41 7.02
Real Estate 2.4 -
Utilities 0.69 -

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