Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.3%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns11.19%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns24.29%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns26.73%

Compare Now

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.82%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.93%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns7.55%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.59%

Compare Now
Add to Cart Successfully