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) ₹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 -4.06% -6.7%
6 Month -3.69% -10.13%
1 Year 13.73% 2.22%
3 Year 13.72% 11.4%
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 8.96% 0.17%
3 Year 20.95% 17.31%
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%

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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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