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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Nippon India Quant Fund compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY 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 Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Fund Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹89 Cr ₹629 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 18 Apr 2008 24 Dec 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 NIFTY 100 ESG TRI
Turn Over 119% 18%
Expense Ratio 0.97 2.41
Manager Ashutosh Bhargava Dhaval Gala
ISIN Code INF204K01760 INF209KB1U43
Exits Load Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Month 7.74% 5.2%
6 Month -10.69% -13.23%
1 Year 7.57% 11.79%
3 Year 18.45% 9.47%
5 Year 26.99% -

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
6 Month -3.03% -6.58%
1 Year -5.57% -7.1%
3 Year 19.08% 12.63%
5 Year 20.19% -

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
1 Year 12.69% 15.46%
3 Year 11.28% 11.92%
5 Year 11.71% -

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Standard Deviation 13.02% 14.714%
Sharp 0.71% 0.235%
Beta 1% 0.98%
Alpha 4.03% -1.517%

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Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
Name Ashutosh Bhargava Dhaval Gala
Total AUM ₹121448 Cr ₹23597 Cr
Funds Managed 12 7
Nippon India Quant Fund -Growth Plan - Growth Option ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Others 4.03 3.16
Large Cap 80.09 69.87
Mid Cap 15.88 17.77
Small Cap 0 9.2

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

Others 1.59 2.11
Energy 4.39 -
Technology 14.22 23.14
Industrials 9.09 7.07
Financial Services 34.44 31
Basic Materials 4.46 2.25
Healthcare 6.8 0.3
Real Estate 1.62 2.51
Consumer Cyclical 12.52 20.99
Consumer Defensive 4.4 5.42
Communication Services 4 3.5
Utilities 2.45 1.72

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