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Quant ESG Equity Fund Regular vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
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) | ₹825 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.45% | -0.27% |
| 6 Month | 12.9% | 4.79% |
| 1 Year | 7.82% | -7.24% |
| 3 Year | 18.35% | 13.38% |
| 5 Year | 20.34% | 26.43% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 6.55% | 2.44% |
| 1 Year | 22.33% | 9.08% |
| 3 Year | 19.82% | 11.74% |
| 5 Year | 17.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.58% | 20.52% |
| 3 Year | 17.62% | 24.56% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.49% | 18.756% |
| Sharp | 0.87% | 0.643% |
| Beta | 0.99% | 1.112% |
| Alpha | 2.31% | 6.426% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 13.32 | 34.03 |
| Large Cap | 51.97 | 58.94 |
| Small Cap | 22.53 | 2.66 |
| Mid Cap | 12.18 | 4.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 2.9 | 16.19 |
| Energy | 1.77 | 3.48 |
| Technology | 8.29 | 9.78 |
| Consumer Cyclical | 19.08 | 12.76 |
| Healthcare | 7.41 | 4.36 |
| Basic Materials | 11.61 | - |
| Financial Services | 24.31 | 20.83 |
| Industrials | 9.61 | - |
| Communication Services | 7.32 | - |
| Consumer Defensive | 5.01 | 9.09 |
| Real Estate | 2.07 | 8.9 |
| Utilities | 0.62 | 14.59 |
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