Quant Quantamental Fund Regular vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹825 Cr | ₹2122 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 200 TRI |
| Turn Over | 72% | % |
| Expense Ratio | 2.4 | 2 |
| Manager | Dhaval Joshi | Sanjeev Sharma |
| ISIN Code | INF209KB1T46 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.56% | 1.81% |
| 6 Month | 12.52% | 8.03% |
| 1 Year | 8.92% | -1.77% |
| 3 Year | 18.74% | 20.14% |
| 5 Year | 20.99% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.33% | 0.9% |
| 1 Year | 13.31% | 7.68% |
| 3 Year | 16.74% | 12.21% |
| 5 Year | 15.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.58% | 23.61% |
| 3 Year | 17.62% | 26.26% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.49% | 17.328% |
| Sharp | 0.87% | 0.966% |
| Beta | 0.99% | - |
| Alpha | 2.31% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 13.32 | 43.02 |
| Large Cap | 51.97 | 50.9 |
| Small Cap | 22.53 | 1.78 |
| Mid Cap | 12.18 | 4.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 2.9 | 30.55 |
| Energy | 1.77 | 18.69 |
| Technology | 8.29 | 0.88 |
| Consumer Cyclical | 19.08 | 5.85 |
| Healthcare | 7.41 | 4.3 |
| Basic Materials | 11.61 | - |
| Financial Services | 24.31 | 16.85 |
| Industrials | 9.61 | 6.83 |
| Communication Services | 7.32 | 0.9 |
| Consumer Defensive | 5.01 | - |
| Real Estate | 2.07 | 5.91 |
| Utilities | 0.62 | 9.25 |
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