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

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Quant Fund - Regular Plan - Growth

Invest Now

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) ₹774 Cr ₹1092 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 2.38 2.14
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 2.04% 1.52%
6 Month 4.07% -1.84%
1 Year 22.85% 14.27%
3 Year 15.4% 13.71%
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 15.01% 3.21%
3 Year 22.19% 17.85%
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 17.29% 16.88%
3 Year 18.03% 17.26%
5 Year - -

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns6.86%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns6.26%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.5%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns8.69%

Compare Now

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns24%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns28.1%

Compare Now

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns10.68%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully