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) | ₹732 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 | 3.14% | -100% |
6 Month | -3.64% | -100% |
1 Year | 7.88% | -100% |
3 Year | 15.39% | -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 | 0.59% | -4.23% |
1 Year | -3.53% | -11.46% |
3 Year | 16.9% | 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 | 17.62% | 18.99% |
3 Year | 17.72% | 13.85% |
5 Year | - | 7.67% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.687% | 14.21% |
Sharp | 0.532% | 0.361% |
Beta | - | - |
Alpha | - | - |
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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 | 8.65 | 5.33 |
Large Cap | 49.95 | 49.88 |
Small Cap | 23.14 | 0 |
Mid Cap | 18.25 | 44.78 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 5.81 | 5.33 |
Energy | 1.85 | 0.84 |
Technology | 12.66 | 19.92 |
Healthcare | 8.66 | 8.14 |
Basic Materials | 13.04 | 15.9 |
Financial Services | 22.13 | 30.17 |
Consumer Cyclical | 16.47 | 4.18 |
Industrials | 4.8 | 4.39 |
Consumer Defensive | 4.65 | 0 |
Communication Services | 6.88 | 4.46 |
Real Estate | 2.18 | 0 |
Utilities | 0.84 | 6.67 |
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