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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) ₹89 Cr ₹732 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 18 Apr 2008 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 0.97 2.4
Manager Ashutosh Bhargava Dhaval Joshi
ISIN Code INF204K01760 INF209KB1T46
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 Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth
1 Month 3.29% 2.83%
6 Month -4.17% -6.19%
1 Year 10.83% 11.24%
3 Year 19.36% 14.25%
5 Year 26.1% -

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 1.31% -0.93%
1 Year -0.86% -4.7%
3 Year 19.81% 16.29%
5 Year 20.31% -

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 12.69% 17.62%
3 Year 11.28% 17.72%
5 Year 11.71% -

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% 14.687%
Sharp 0.7% 0.532%
Beta 1% -
Alpha 3.97% -

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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
Funds Managed 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

Others 5.89 8.65
Large Cap 76.63 49.95
Mid Cap 17.48 18.25
Small Cap - 23.14

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

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

Others 2.97 5.81
Energy 4.39 1.85
Technology 14.19 12.66
Industrials 9.81 4.8
Financial Services 32.72 22.13
Basic Materials 6.12 13.04
Healthcare 6.32 8.66
Consumer Cyclical 11.55 16.47
Real Estate 0 2.18
Consumer Defensive 5.93 4.65
Communication Services 3.52 6.88
Utilities 2.48 0.84

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