Quant ESG Equity Fund Regular vs Aditya Birla Sun Life Special Opportunities Fund compare

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

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Fund	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹800 Cr	₹288 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹1000
Launch Date	23 Oct 2020	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 100 ESG TRI
Turn Over	72%	%
Expense Ratio	2.4	2.42
Manager	Dhaval Joshi	Sanjeev Sharma
ISIN Code	INF209KB1T46	INF966L01AB8
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 ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Month	0.81%	-3.84%
6 Month	13.08%	7.2%
1 Year	4.27%	-13.25%
3 Year	17.44%	14.91%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	4.64%	-0.98%
1 Year	7.31%	-8.26%
3 Year	17.26%	9.51%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	14.41%	21.51%
3 Year	17.71%	27.16%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.60%	18.756%
Sharp	0.81%	0.643%
Beta	0.98%	1.112%
Alpha	1.19%	6.426%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - 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 ESG Integration Strategy Fund Regular - Growth

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	11.26	17.05
Large Cap	50.46	56.62
Small Cap	23.56	19.96
Mid Cap	14.72	6.37

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	2.49	13.28
Energy	1.86	0.44
Technology	8.98	6.68
Healthcare	8.84	6.37
Basic Materials	12.02	-
Financial Services	22.22	30.3
Consumer Cyclical	18.26	12.42
Industrials	9.47	-
Consumer Defensive	5.35	8.25
Communication Services	7.41	-
Real Estate	2.4	9.51
Utilities	0.69	12.75