- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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% |
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 | 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
3Y Returns9.3%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.19%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns24.29%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns26.73%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.82%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.93%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.55%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.59%
