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)	₹777 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	4.07%	2.23%
6 Month	3.76%	1.75%
1 Year	6.66%	-2.27%
3 Year	22.03%	22.55%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	10.53%	10.27%
1 Year	13.89%	5.1%
3 Year	20.12%	16.23%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	15.84%	22.83%
3 Year	17.48%	28.77%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	14.26%	18.756%
Sharp	1.04%	0.643%
Beta	0.98%	1.112%
Alpha	0.77%	6.426%

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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	9.17	18.08
Large Cap	52.08	58.59
Small Cap	24.27	19.04
Mid Cap	14.48	4.29

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	3.28	18.08
Energy	1.96	0
Technology	10.52	3.11
Healthcare	8.41	18.89
Basic Materials	12.46	-
Financial Services	23.04	22.15
Consumer Cyclical	18.16	8.88
Industrials	6.19	-
Consumer Defensive	5.61	7.57
Communication Services	7.41	-
Real Estate	2.22	9.25
Utilities	0.75	12.07