QUANT COMMODITIES FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹777 Cr | ₹493 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Oct 2020 | 27 Dec 2023 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY Commodities TRI |
Turn Over | 72% | % |
Expense Ratio | 2.4 | 2.4 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209KB1T46 | INF966L01DC0 |
Exits Load | 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 | Quant Commodities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | 4.04% | 3.44% |
6 Month | 3.04% | -3.74% |
1 Year | 7.47% | 1.29% |
3 Year | 22.1% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 10.48% | 10.01% |
1 Year | 12.65% | 3.14% |
3 Year | 20.71% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 15.84% | 5% |
3 Year | 17.48% | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 14.79% | - |
Sharp | 0.78% | - |
Beta | 0.99% | - |
Alpha | 0.31% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Dhaval Joshi | Sanjeev Sharma |
Total AUM | ₹361932 Cr | ₹39731 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 8.65 | 8.46 |
Large Cap | 49.95 | 39.86 |
Small Cap | 23.14 | 45.67 |
Mid Cap | 18.25 | 6 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 5.81 | 8.46 |
Energy | 1.85 | 17.77 |
Technology | 12.66 | - |
Healthcare | 8.66 | - |
Basic Materials | 13.04 | 51.68 |
Financial Services | 22.13 | - |
Consumer Cyclical | 16.47 | - |
Industrials | 4.8 | - |
Consumer Defensive | 4.65 | - |
Communication Services | 6.88 | - |
Real Estate | 2.18 | - |
Utilities | 0.84 | 22.1 |
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