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) | ₹896 Cr | ₹929 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 | -0.45% | 1.21% |
| 6 Month | 11.69% | 6.96% |
| 1 Year | 10.76% | 5.92% |
| 3 Year | 19.18% | 11.4% |
| 5 Year | 18.05% | 11.07% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.93% | 4.19% |
| 1 Year | 24.18% | 16.98% |
| 3 Year | 19.63% | 11.36% |
| 5 Year | 17.36% | 10.22% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.59% | 12.78% |
| 3 Year | 17.91% | 11.78% |
| 5 Year | 19.78% | 15.3% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.48% | 12.14% |
| Sharp | 0.86% | 0.37% |
| Beta | 1.00% | 0.90% |
| Alpha | 3.02% | -2.95% |
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 | 19.66 | 6.76 |
| Large Cap | 50.48 | 67.41 |
| Small Cap | 22.11 | - |
| Mid Cap | 7.75 | 25.83 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.26 | 2.17 |
| Energy | 1.88 | - |
| Technology | 10.79 | 17.82 |
| Consumer Cyclical | 16.43 | 14.11 |
| Healthcare | 5.49 | 7.34 |
| Consumer Defensive | 6.37 | 9.96 |
| Basic Materials | 9.26 | 6.12 |
| Financial Services | 26.83 | 27.75 |
| Industrials | 9.2 | 7.31 |
| Communication Services | 7.58 | 7.42 |
| Real Estate | 1.91 | - |
| Utilities | 0 | - |
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