Nippon India Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Fund | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹97 Cr | ₹812 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 18 Apr 2008 | 23 Oct 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | BSE 500 |
Turn Over | 119% | 72% |
Expense Ratio | 0.94 | 2.4 |
Manager | Ashutosh Bhargava | Dhaval Joshi |
ISIN Code | INF204K01760 | INF209KB1T46 |
Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.23% | 2.45% |
6 Month | 8.59% | 8.45% |
1 Year | 3% | 5.12% |
3 Year | 24.66% | 20.85% |
5 Year | 24.08% | - |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 7.2% | 8.45% |
1 Year | 9.38% | 10.71% |
3 Year | 19.97% | 19.17% |
5 Year | 20.11% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 11.98% | 15.84% |
3 Year | 11.46% | 17.48% |
5 Year | 11.83% | - |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 13.02% | 14.26% |
Sharp | 1.35% | 1.04% |
Beta | 0.99% | 0.98% |
Alpha | 4.27% | 0.77% |
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Fund Managers
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Name | Ashutosh Bhargava | Dhaval Joshi |
Total AUM | ₹121448 Cr | ₹361932 Cr |
Funds Managed | 12 | 55 |
Nippon India Quant Fund -Growth Plan - Growth Option | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 3.57 | 9.17 |
Large Cap | 78.27 | 52.08 |
Mid Cap | 18.16 | 14.48 |
Small Cap | - | 24.27 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 2.06 | 3.28 |
Energy | 7.12 | 1.96 |
Technology | 6.37 | 10.52 |
Industrials | 12.96 | 6.19 |
Basic Materials | 6.31 | 12.46 |
Financial Services | 34.92 | 23.04 |
Healthcare | 4.54 | 8.41 |
Consumer Cyclical | 10.77 | 18.16 |
Utilities | 4.47 | 0.75 |
Consumer Defensive | 6.29 | 5.61 |
Communication Services | 4.2 | 7.41 |
Real Estate | - | 2.22 |
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