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) | ₹103 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 | -1.96% | -1.17% |
6 Month | 9.13% | 8.66% |
1 Year | 0.38% | 1.62% |
3 Year | 21.49% | 18.15% |
5 Year | 22.89% | - |
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 | 4.47% | 6.37% |
1 Year | 6.25% | 8.89% |
3 Year | 19.17% | 18.82% |
5 Year | 19.8% | - |
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 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 | 6.29 | 8.35 |
Large Cap | 75.96 | 51.51 |
Mid Cap | 17.75 | 16.66 |
Small Cap | - | 23.48 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 1.58 | 1.39 |
Energy | 7.26 | 1.98 |
Technology | 6.52 | 10.49 |
Basic Materials | 8.61 | 12.71 |
Industrials | 13.4 | 6.91 |
Financial Services | 34.82 | 23 |
Consumer Cyclical | 9.58 | 18.21 |
Healthcare | 5.11 | 9.46 |
Utilities | 3.87 | 0.76 |
Consumer Defensive | 4.95 | 5.23 |
Communication Services | 4.31 | 7.67 |
Real Estate | - | 2.17 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns17.52%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns16.57%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.59%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns19.65%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.93%
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.36%
BANDHAN LIQUID Fund - Regular Plan - Growth
3Y Returns6.92%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%