Axis Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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

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tortoise-icon Axis Quant 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 Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹755 Cr ₹1118 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 23 Oct 2020 30 Jun 2021
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 200
Turn Over 72% 126%
Expense Ratio 2.4 2.17
Manager Dhaval Joshi Vinayak Jayanath
ISIN Code INF209KB1T46 INF846K011A2
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
1 Month 1.75% 2.9%
6 Month 20.45% 14.95%
1 Year 44.02% 40.61%
3 Year 18.29% 18.21%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
6 Month - -
1 Year 17.49% 15.4%
3 Year 37.16% 37.08%
5 Year 47.11% 37.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
1 Year 17.85% 16.43%
3 Year 46.18% 40.85%
5 Year 50.78% 40.85%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
Standard Deviation 13.56% 13.17%
Sharp 0.85% 0.92%
Beta 1% 0.87%
Alpha -0.29% 1.26%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth
Name Dhaval Joshi Vinayak Jayanath
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 18
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Axis Quant Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Axis Quant Fund - Regular Plan - Growth

Others 4.78 3.02
Large Cap 54.41 65.9
Small Cap 22.87 9.55
Mid Cap 17.96 21.53

Sector Allocation

Scheme Name

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

Axis Quant Fund - Regular Plan - Growth

Others 2.16 2.49
Materials 4.89 5.8
Automobile 9.34 12.59
Energy 2.15 11.77
Technology 9.59 3.81
Metals & Mining 3.85 -
Financial 24.04 23.09
Healthcare 8.8 10.16
Chemicals 2.77 1.8
Services 7.94 4.97
Consumer Discretionary 3.11 -
Consumer Staples 5.34 6.8
Construction 3.99 7.41
Capital Goods 2.67 6.49
Communication 7.22 1.27
Insurance 1.3 1.55
Textiles 0.86 -

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