Tata Quant Fund 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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Tata Quant Fund-Regular Plan-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	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)	₹896 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
1 Month	-0.45%	-
6 Month	11.69%	-
1 Year	10.76%	-
3 Year	19.18%	-
5 Year	18.05%	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
6 Month	4.93%	-
1 Year	24.18%	-
3 Year	19.63%	-
5 Year	17.36%	-

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
1 Year	12.59%	18.29%
3 Year	17.91%	13.54%
5 Year	19.78%	7.96%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Standard Deviation	13.48%	14.21%
Sharp	0.86%	0.361%
Beta	1.00%	-
Alpha	3.02%	-

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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Others	19.66	6.08
Large Cap	50.48	50.12
Small Cap	22.11	-
Mid Cap	7.75	43.8

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Others	4.26	6.08
Energy	1.88	0.8
Technology	10.79	18.74
Consumer Cyclical	16.43	4.12
Healthcare	5.49	7.47
Consumer Defensive	6.37	-
Basic Materials	9.26	16.68
Financial Services	26.83	30.79
Industrials	9.2	4.37
Communication Services	7.58	4.29
Real Estate	1.91	-
Utilities	0	6.66