Axis Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Axis Quant Fund - Regular Plan - Growth
Chart Comparison
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) | ₹732 Cr | ₹975 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 23 Oct 2020 | 01 Jul 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 | 2.2 |
Manager | Dhaval Joshi | Vinayak Jayanath |
ISIN Code | INF209KB1T46 | INF846K011A2 |
Exits Load | 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 | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.33% | -5.31% |
6 Month | -12.54% | -19.69% |
1 Year | 5.14% | -9.44% |
3 Year | 13.41% | 9.34% |
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 | -8.72% | -13.26% |
1 Year | -12.94% | -27.25% |
3 Year | 13.33% | 5.65% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.62% | 16.7% |
3 Year | 17.72% | 14.68% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.687% | 13.955% |
Sharp | 0.532% | 0.395% |
Beta | - | - |
Alpha | - | - |
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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 | 8.65253 | 1.62708 |
Large Cap | 49.95278 | 51.97732 |
Small Cap | 23.14007 | 16.69786 |
Mid Cap | 18.25463 | 29.69775 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Axis Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 5.81414 | 1.62708 |
Energy | 1.85407 | 2.87326 |
Technology | 12.65859 | 14.84122 |
Healthcare | 8.66445 | 11.40893 |
Basic Materials | 13.04416 | 4.38175 |
Financial Services | 22.13452 | 28.2367 |
Consumer Cyclical | 16.47348 | 18.19081 |
Industrials | 4.79796 | 3.05102 |
Consumer Defensive | 4.65352 | 8.1573 |
Communication Services | 6.88387 | 5.88532 |
Real Estate | 2.17713 | - |
Utilities | 0.84412 | 1.34662 |
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