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)	₹896 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	1.43%	2.6%
6 Month	8.42%	1.31%
1 Year	14.56%	5.71%
3 Year	20.87%	15.69%
5 Year	17.62%	23.1%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	6.65%	4.55%
1 Year	26.79%	14.21%
3 Year	20.23%	11.58%
5 Year	17.8%	15.86%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	12.68%	18.95%
3 Year	17.95%	22.55%
5 Year	19.29%	24.85%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.56%	17.3%
Sharp	0.93%	0.55%
Beta	0.99%	1.12%
Alpha	2.61%	-0.9%

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	4.26	30.16
Large Cap	53.19	44.71
Mid Cap	14.97	5.6
Small Cap	27.62	19.54

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	4.26	30.16
Petroleum Products	1.88	4.93
IT - Software	9.79	-
Retailing	2.88	-
Pharmaceuticals & Biotechnology	2.89	5.01
Personal Products	0.98	-
Non - Ferrous Metals	0.91	-
Banks	15.82	5.99
Cement & Cement Products	2.38	-
Chemicals & Petrochemicals	2.84	-
Healthcare Services	1.76	-
Leisure Services	3.1	-
Capital Markets	4.3	-
Other Consumer Services	1.28	-
Automobiles	4.88	6.55
IT - Services	0.85	-
Industrial Products	1.32	-
Telecom - Services	7.59	-
Consumer Durables	3.76	-
Agricultural Food & other Products	1.92	2.12
Construction	1.64	-
Beverages	2.2	-
Diversified Metals	2.21	-
Transport Services	1.32	-
Industrial Manufacturing	4.63	-
Auto Components	1.86	2.67
Realty	1.91	7.85
Finance	4.75	9.25
Transport Infrastructure	0.28	-
Ferrous Metals	0.93	0.84
Insurance	1.96	-
Textiles & Apparels	0.96	-
Consumer Services	-	3.57
Power	-	10.1
Metals & Minerals Trading	-	4.25
Food Products	-	6.72