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) | ₹825 Cr | ₹896 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 | 3.71% | 2.36% |
| 6 Month | 13.37% | 7.93% |
| 1 Year | 10.25% | 2.45% |
| 3 Year | 18.56% | 10.43% |
| 5 Year | 20.79% | 13.6% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.55% | 3.54% |
| 1 Year | 22.33% | 12.17% |
| 3 Year | 19.82% | 10.67% |
| 5 Year | 17.57% | 9.85% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.58% | 14.28% |
| 3 Year | 17.62% | 12.13% |
| 5 Year | - | 15.91% |
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 | 13.32 | 5.97 |
| Large Cap | 51.97 | 65.19 |
| Small Cap | 22.53 | - |
| Mid Cap | 12.18 | 28.84 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.9 | 1.22 |
| Energy | 1.77 | - |
| Technology | 8.29 | 17.94 |
| Consumer Cyclical | 19.08 | 12.96 |
| Healthcare | 7.41 | 7.62 |
| Basic Materials | 11.61 | 5.61 |
| Financial Services | 24.31 | 30.56 |
| Industrials | 9.61 | 5.2 |
| Communication Services | 7.32 | 7.42 |
| Consumer Defensive | 5.01 | 11.47 |
| Real Estate | 2.07 | - |
| Utilities | 0.62 | - |
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