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) | ₹777 Cr | ₹904 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 | 4.07% | 3.84% |
6 Month | 3.76% | 1.66% |
1 Year | 6.66% | 2.93% |
3 Year | 22.03% | 14.53% |
5 Year | - | 16.17% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.53% | 8.42% |
1 Year | 13.89% | 7.55% |
3 Year | 20.12% | 11.72% |
5 Year | - | 11.13% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.84% | 15.4% |
3 Year | 17.48% | 12.18% |
5 Year | - | 16.18% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.26% | 13.47% |
Sharp | 1.04% | 0.67% |
Beta | 0.98% | 0.93% |
Alpha | 0.77% | -3.54% |
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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 | 9.17 | 7.88 |
Large Cap | 52.08 | 62.61 |
Small Cap | 24.27 | - |
Mid Cap | 14.48 | 29.51 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 3.28 | 3.5 |
Energy | 1.96 | - |
Technology | 10.52 | 17.52 |
Healthcare | 8.41 | 8.77 |
Basic Materials | 12.46 | 5.43 |
Financial Services | 23.04 | 31.41 |
Consumer Cyclical | 18.16 | 11.14 |
Industrials | 6.19 | 0 |
Consumer Defensive | 5.61 | 15.31 |
Communication Services | 7.41 | 6.91 |
Real Estate | 2.22 | 0 |
Utilities | 0.75 | - |
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