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)	₹863 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	1.54%	0.48%
6 Month	10.82%	0.44%
1 Year	9.21%	-4.21%
3 Year	18.03%	13.31%
5 Year	18.51%	24.71%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	7.04%	3.17%
1 Year	26.06%	12.1%
3 Year	20.57%	12.01%
5 Year	18.05%	16.74%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	12.75%	19.31%
3 Year	17.87%	23.01%
5 Year	20.09%	26.68%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	13.49%	18.756%
Sharp	0.87%	0.643%
Beta	0.99%	1.112%
Alpha	2.31%	6.426%

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	15.73	45.25
Large Cap	50.26	46.52
Small Cap	23.48	2.95
Mid Cap	10.53	5.28

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	3.85	28.37
Energy	1.85	4.5
Technology	10.16	3.96
Consumer Cyclical	17.34	12.71
Healthcare	7.18	4.64
Basic Materials	10.91	4.51
Financial Services	24.28	2.95
Industrials	9.11	-
Communication Services	7.63	-
Consumer Defensive	4.97	7.53
Real Estate	2.08	10.19
Utilities	0.64	20.62