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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Quantamental Fund Regular - Growth

Invest Now

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 Quantamental Fund Regular - Growth
Fund ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹680 Cr ₹2553 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 24 Dec 2020 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark NIFTY 100 ESG TRI NIFTY 200 TRI
Turn Over 18% %
Expense Ratio 2.42 1.96
Manager Dhaval Gala Sanjeev Sharma
ISIN Code INF209KB1U43 INF966L01AH5
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 Quantamental Fund Regular - Growth
1 Month 1.49% -1.51%
6 Month 20.49% 17.29%
1 Year 35.26% 57.35%
3 Year 12.67% 33.84%
5 Year - -

SIP Return Analysis

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 14.1% 27.68%
3 Year 25.35% 74.8%
5 Year 29.79% 79.53%

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Year 11.61% 30.14%
3 Year 31.83% 81.54%
5 Year 34.17% 82.03%

Risk Management

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 14.18% 15.62%
Sharp 0.54% 1.52%
Beta 0.97% 0.88%
Alpha -1.91% 12.52%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental 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 Quantamental Fund Regular - Growth

Market Cap

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 1.42 27.43
Large Cap 65.37 55.21
Mid Cap 18.62 13.69
Small Cap 14.59 3.66

Sector Allocation

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 1.42 6.22
Technology 21.22 2.74
Consumer Staples 1.87 13.05
Financial 28.12 26.6
Healthcare 1.07 1.87
Automobile 12.3 3.1
Construction 2.71 -
Capital Goods 7.21 -
Insurance 1 5.68
Services 6.56 6.43
Materials 3.65 -
Consumer Discretionary 8.83 -
Communication 2.79 -
Textiles 1.25 -
Energy - 20.37
Metals & Mining - 13.93

Top Comparisons

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns19.34%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns18.38%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns5.54%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns38.33%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns33.31%

Compare Now

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns17.64%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns21.02%

Compare Now
Request call back
Add to Cart Successfully