DSP Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
DSP Quant Fund - Regular Plan - Growth
Chart Comparison
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) | ₹863 Cr | ₹921 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 | 1.54% | 2.25% |
| 6 Month | 10.82% | 7.46% |
| 1 Year | 9.21% | 3.29% |
| 3 Year | 18.03% | 10.44% |
| 5 Year | 18.51% | 11.71% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.04% | 4.62% |
| 1 Year | 26.06% | 16.86% |
| 3 Year | 20.57% | 11.76% |
| 5 Year | 18.05% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.75% | 13.01% |
| 3 Year | 17.87% | 11.84% |
| 5 Year | 20.09% | 15.53% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.49% | 12.16% |
| Sharp | 0.87% | 0.37% |
| Beta | 0.99% | 0.90% |
| Alpha | 2.31% | -3.46% |
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 | 15.73 | 8.1 |
| Large Cap | 50.26 | 66.6 |
| Small Cap | 23.48 | - |
| Mid Cap | 10.53 | 25.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 3.82 |
| Energy | 1.85 | - |
| Technology | 10.16 | 17.42 |
| Consumer Cyclical | 17.34 | 14.22 |
| Healthcare | 7.18 | 7.4 |
| Basic Materials | 10.91 | 5.99 |
| Financial Services | 24.28 | 26.41 |
| Industrials | 9.11 | 7.23 |
| Communication Services | 7.63 | 7.3 |
| Consumer Defensive | 4.97 | 10.21 |
| Real Estate | 2.08 | - |
| Utilities | 0.64 | - |
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