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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 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) ₹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

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