ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Quant ESG Equity Fund Regular compare

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

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tortoise-icon Quant ESG Equity Fund Regular - 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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Fund ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹680 Cr ₹278 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 24 Dec 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY 100 ESG TRI NIFTY 100 ESG TRI
Turn Over 18% %
Expense Ratio 2.42 2.39
Manager Dhaval Gala Sanjeev Sharma
ISIN Code INF209KB1U43 INF966L01AB8
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Month -6.16% -8.08%
6 Month 12.26% 3.92%
1 Year 28.03% 29.88%
3 Year 7.04% 20.03%
5 Year - -

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 25.46% 15.38%
3 Year 19.37% 25.4%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 12.48% 25.14%
3 Year 12.36% 30.59%
5 Year - -

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 14.18% 17.3%
Sharp 0.54% 1.25%
Beta 0.97% 0.94%
Alpha -1.91% 12.45%

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Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Name Dhaval Gala Sanjeev Sharma
Total AUM ₹23597 Cr ₹39731 Cr
Fund Manage 7 22
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Others 1.42 9.98
Large Cap 65.37 55.99
Mid Cap 18.62 5.88
Small Cap 14.59 28.14

Sector Allocation

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Others 1.42 9.98
Technology 21.22 -
Consumer Staples 1.87 -
Financial 28.12 -
Healthcare 1.07 -
Automobile 12.3 -
Construction 2.71 -
Capital Goods 7.21 -
Insurance 1 16.89
Services 6.56 -
Materials 3.65 -
Consumer Discretionary 8.83 -
Communication 2.79 -
Textiles 1.25 -
Petroleum Products - 9.32
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

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