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

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Nippon India Quant Fund -Growth Plan - Growth Option

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

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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)	₹107 Cr	₹863 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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	1.03%	1.54%
6 Month	5.76%	10.82%
1 Year	3.55%	9.21%
3 Year	18.84%	18.03%
5 Year	20.35%	18.51%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	3.88%	7.04%
1 Year	16.34%	26.06%
3 Year	17.58%	20.57%
5 Year	18.51%	18.05%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	11.07%	12.75%
3 Year	11.83%	17.87%
5 Year	11.97%	20.09%

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.02%	13.49%
Sharp	1.01%	0.87%
Beta	0.99%	0.99%
Alpha	3.41%	2.31%

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

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.09	15.73
Large Cap	81.9	50.26
Mid Cap	16.01	10.53
Small Cap	-	23.48

Scheme Name	Nippon India Quant Fund -Growth Plan - Growth Option	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.09	3.85
Petroleum Products	7.68	-
IT - Software	7.84	-
Construction	5.08	-
Diversified FMCG	2.3	-
Non - Ferrous Metals	1.52	-
Banks	19.99	-
Pharmaceuticals & Biotechnology	3.33	-
Automobiles	10.9	-
Ferrous Metals	2.05	-
Insurance	1.83	-
Capital Markets	2.51	-
Finance	7.8	-
Fertilizers & Agrochemicals	1.39	-
Diversified Metals	1.61	-
Food Products	1.85	-
Aerospace & Defense	3.78	-
Telecom - Services	4.22	-
Healthcare Services	2.15	-
Transport Services	2.36	-
Chemicals & Petrochemicals	1.78	-
Power	2.52	-
Textiles & Apparels	2.12	-
Consumer Durables	1.3	-
Energy	-	1.85
Technology	-	10.16
Consumer Cyclical	-	17.34
Healthcare	-	7.18
Basic Materials	-	10.91
Financial Services	-	24.28
Industrials	-	9.11
Communication Services	-	7.63
Consumer Defensive	-	4.97
Real Estate	-	2.08
Utilities	-	0.64