Aditya Birla Sun Life Special Opportunities Fund vs Quant Quantamental Fund Regular compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹755 Cr ₹2553 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 20 Apr 2021
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 200 TRI
Turn Over 72% %
Expense Ratio 2.4 1.96
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209KB1T46 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 Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Month 1.75% -1.51%
6 Month 20.45% 17.29%
1 Year 44.02% 57.35%
3 Year 18.29% 33.84%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
6 Month - -
1 Year 17.49% 27.68%
3 Year 37.16% 74.8%
5 Year 47.11% 79.53%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
1 Year 17.85% 30.14%
3 Year 46.18% 81.54%
5 Year 50.78% 82.03%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Standard Deviation 13.56% 15.62%
Sharp 0.85% 1.52%
Beta 1% 0.88%
Alpha -0.29% 12.52%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Fund Manage 55 22
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant Quantamental Fund Regular - Growth

Market Cap

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 4.78 27.43
Large Cap 54.41 55.21
Small Cap 22.87 3.66
Mid Cap 17.96 13.69

Sector Allocation

Scheme Name

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

Quant Quantamental Fund Regular - Growth

Others 2.16 6.22
Materials 4.89 -
Automobile 9.34 3.1
Energy 2.15 20.37
Technology 9.59 2.74
Metals & Mining 3.85 13.93
Financial 24.04 26.6
Healthcare 8.8 1.87
Chemicals 2.77 -
Services 7.94 6.43
Consumer Discretionary 3.11 -
Consumer Staples 5.34 13.05
Construction 3.99 -
Capital Goods 2.67 -
Communication 7.22 -
Insurance 1.3 5.68
Textiles 0.86 -

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