Aditya Birla Sun Life Special Opportunities 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 Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
Fund Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71 Cr ₹755 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Feb 2005 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 BSE 500
Turn Over 119% 72%
Expense Ratio 0.98 2.4
Manager Ashutosh Bhargava Dhaval Joshi
ISIN Code INF204K01760 INF209KB1T46
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 4.67% 1.75%
6 Month 13.59% 20.45%
1 Year 44.92% 44.02%
3 Year 21.28% 18.29%
5 Year 24.11% -

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 17.92% 17.49%
3 Year 46.32% 37.16%
5 Year 85.26% 47.11%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 23.82% 17.85%
3 Year 63.08% 46.18%
5 Year 92.1% 50.78%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 13.02% 13.56%
Sharp 1.22% 0.85%
Beta 0.96% 1%
Alpha 5.03% -0.29%

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Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Ashutosh Bhargava Dhaval Joshi
Total AUM ₹121448 Cr ₹361932 Cr
Fund Manage 12 55
Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Large Cap 80.36 54.41
Others 3.89 4.78
Mid Cap 15.75 17.96
Small Cap - 22.87

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Financial 32.02 24.04
Construction 6.93 3.99
Others 3.89 2.16
Technology 6.1 9.59
Capital Goods 8.08 2.67
Energy 11.29 2.15
Consumer Staples 9.19 5.34
Automobile 11.03 9.34
Materials 2.8 4.89
Healthcare 3.41 8.8
Services 1.93 7.94
Metals & Mining 3.33 3.85
Communication - 7.22
Consumer Discretionary - 3.11
Insurance - 1.3
Chemicals - 2.77
Textiles - 0.86

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