ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs Quant Quantamental 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 Quantamental 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 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 ₹100 ₹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 -6.16% -9.6%
6 Month 12.26% -8.13%
1 Year 28.03% 25.22%
3 Year 7.04% 23.88%
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 25.46% 7.38%
3 Year 19.37% 29.18%
5 Year - -

Rolling Lumpsum Returns

Scheme Name ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Year 12.48% 28.68%
3 Year 12.36% 32.4%
5 Year - -

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%

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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 17.86
Large Cap 65.37 69.79
Mid Cap 18.62 2.86
Small Cap 14.59 9.5

Sector Allocation

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 1.42 17.86
Technology 21.22 -
Consumer Staples 1.87 -
Financial 28.12 -
Healthcare 1.07 -
Automobile 12.3 -
Construction 2.71 8.33
Capital Goods 7.21 -
Insurance 1 11.99
Services 6.56 -
Materials 3.65 -
Consumer Discretionary 8.83 -
Communication 2.79 -
Textiles 1.25 -
Petroleum Products - 8.87
Pharmaceuticals & Biotechnology - 4.72
Diversified FMCG - 14.4
Cement & Cement Products - 1.02
Finance - 13.99
Food Products - 5.51
Entertainment - 0.92
Power - 7.3
Auto Components - 3.96
Beverages - 1.14

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