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) | ₹863 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 | 0.42% | -0.98% |
| 6 Month | 9.39% | -0.63% |
| 1 Year | 8.09% | -9.4% |
| 3 Year | 18.59% | - |
| 5 Year | 18.33% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 6.03% | -0.88% |
| 1 Year | 25.03% | 2.31% |
| 3 Year | 19.88% | - |
| 5 Year | 17.56% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 12.75% | 1.43% |
| 3 Year | 17.87% | - |
| 5 Year | 20.09% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 13.48% | - |
| Sharp | 0.86% | - |
| Beta | 1.00% | - |
| Alpha | 3.02% | - |
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 | 15.73 | 37.47 |
| Large Cap | 50.26 | 38.16 |
| Small Cap | 23.48 | 18.89 |
| Mid Cap | 10.53 | 5.48 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
QUANT COMMODITIES FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 3.85 | 19.08 |
| Energy | 1.85 | 9.34 |
| Technology | 10.16 | - |
| Consumer Cyclical | 17.34 | - |
| Healthcare | 7.18 | - |
| Basic Materials | 10.91 | 24.37 |
| Financial Services | 24.28 | 8.81 |
| Industrials | 9.11 | - |
| Communication Services | 7.63 | - |
| Consumer Defensive | 4.97 | - |
| Real Estate | 2.08 | - |
| Utilities | 0.64 | 38.39 |
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