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) | ₹805 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 | 5.18% | 5.46% |
6 Month | 19.87% | 14.69% |
1 Year | 1.95% | -11.59% |
3 Year | 18.55% | 14.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 6.94% | 1.98% |
1 Year | 17.59% | 3.4% |
3 Year | 19.54% | 11.87% |
5 Year | - | - |
Rolling Lumpsum Returns
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 | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.58% | 18.756% |
Sharp | 0.71% | 0.643% |
Beta | 0.98% | 1.112% |
Alpha | 1.86% | 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 | 13.76 | 13.85 |
Large Cap | 50.13 | 60.46 |
Small Cap | 22.69 | 19.63 |
Mid Cap | 13.42 | 6.06 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 1.72 | 10.14 |
Energy | 1.81 | 0.42 |
Technology | 8.82 | 10.36 |
Healthcare | 8.35 | 6.06 |
Basic Materials | 11.55 | - |
Financial Services | 21.78 | 28.7 |
Consumer Cyclical | 19.02 | 13.47 |
Industrials | 10.9 | - |
Communication Services | 8.12 | - |
Consumer Defensive | 5.14 | 8.59 |
Real Estate | 2.14 | 9.38 |
Utilities | 0.64 | 12.88 |
Top Comparisons
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.28%
ICICI Prudential Value Fund - Growth
3Y Returns22.25%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns17.61%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.94%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.49%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns16.57%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.64%