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

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

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tortoise-icon Quant ESG Equity 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 Equity Fund Regular - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹732 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 Equity Fund Regular - Growth
1 Month 4.79% 4.65%
6 Month 2.21% -2.56%
1 Year 10.22% 2.36%
3 Year 18.98% 19.27%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month 6% 4.88%
1 Year 5.87% -4.71%
3 Year 19.34% 15.65%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 17.62% 24.8%
3 Year 17.72% 29.82%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.687% 18.756%
Sharp 0.532% 0.643%
Beta - 1.112%
Alpha - 6.426%

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Fund Managers

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

Market Cap

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Others 8.65 13.27
Large Cap 49.95 45.01
Small Cap 23.14 20.43
Mid Cap 18.25 21.29

Sector Allocation

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Others 5.81 13.27
Energy 1.85 9.56
Technology 12.66 3.22
Healthcare 8.66 19.88
Basic Materials 13.04 -
Financial Services 22.13 32.57
Consumer Cyclical 16.47 6.97
Industrials 4.8 -
Consumer Defensive 4.65 8.79
Communication Services 6.88 -
Real Estate 2.18 -
Utilities 0.84 5.74

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