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Tata Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹805 Cr | ₹66 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 23 Oct 2020 | 27 Jan 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 200 |
| Turn Over | 72% | 349.61% |
| Expense Ratio | 2.4 | 2.4 |
| Manager | Dhaval Joshi | Sailesh Jain |
| ISIN Code | INF209KB1T46 | INF277K016Y9 |
| 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 | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.19% | -100% |
| 6 Month | 19.36% | -100% |
| 1 Year | 1.36% | -100% |
| 3 Year | 17.33% | -100% |
| 5 Year | - | -100% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.94% | -4.23% |
| 1 Year | 17.59% | -11.46% |
| 3 Year | 19.54% | 10.52% |
| 5 Year | - | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.41% | 16.45% |
| 3 Year | 17.71% | 13.52% |
| 5 Year | - | 13.06% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.58% | 14.21% |
| Sharp | 0.71% | 0.361% |
| Beta | 0.98% | - |
| Alpha | 1.86% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Sailesh Jain |
| Total AUM | ₹361932 Cr | ₹17041 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.26 | 6.08 |
| Large Cap | 50.46 | 50.12 |
| Small Cap | 23.56 | - |
| Mid Cap | 14.72 | 43.8 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Quant Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.49 | 6.08 |
| Energy | 1.86 | 0.8 |
| Technology | 8.98 | 18.74 |
| Healthcare | 8.84 | 7.47 |
| Basic Materials | 12.02 | 16.68 |
| Financial Services | 22.22 | 30.79 |
| Consumer Cyclical | 18.26 | 4.12 |
| Industrials | 9.47 | 4.37 |
| Consumer Defensive | 5.35 | - |
| Communication Services | 7.41 | 4.29 |
| Real Estate | 2.4 | - |
| Utilities | 0.69 | 6.66 |
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