DSP Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
DSP Quant Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹732 Cr | ₹1016 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 23 Oct 2020 | 10 Jun 2019 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 200 |
Turn Over | 72% | 55% |
Expense Ratio | 2.4 | 1.28 |
Manager | Dhaval Joshi | Anil Ghelani |
ISIN Code | INF209KB1T46 | INF740KA1NN3 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.1% | -2.86% |
6 Month | -9.06% | -9.62% |
1 Year | 7% | 3.55% |
3 Year | 13.71% | 7.07% |
5 Year | - | 11.75% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.11% | -7.84% |
3 Year | 15.34% | 7.85% |
5 Year | - | 10.26% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.62% | 17.33% |
3 Year | 17.72% | 12.57% |
5 Year | - | 16.02% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.687% | 13.829% |
Sharp | 0.532% | 0.154% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Anil Ghelani |
Total AUM | ₹361932 Cr | ₹0 Cr |
Fund Manage | 55 | 5 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | DSP Quant Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 4.78 | 0.71 |
Large Cap | 54.41 | 77.08 |
Small Cap | 22.87 | - |
Mid Cap | 17.96 | 22.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
DSP Quant Fund - Regular Plan - Growth |
---|---|---|
Others | 2.16 | 0.71 |
Materials | 4.89 | - |
Automobile | 9.34 | - |
Energy | 2.15 | - |
Technology | 9.59 | - |
Metals & Mining | 3.85 | - |
Financial | 24.04 | - |
Healthcare | 8.8 | - |
Chemicals | 2.77 | - |
Services | 7.94 | - |
Consumer Discretionary | 3.11 | - |
Consumer Staples | 5.34 | - |
Construction | 3.99 | 2.84 |
Capital Goods | 2.67 | - |
Communication | 7.22 | - |
Insurance | 1.3 | 4.77 |
Textiles | 0.86 | - |
Industrial Products | - | 2.67 |
IT - Software | - | 13.64 |
IT - Services | - | 1.06 |
Personal Products | - | 3.2 |
Consumer Durables | - | 3.57 |
Diversified FMCG | - | 3.06 |
Banks | - | 21.28 |
Pharmaceuticals & Biotechnology | - | 11.19 |
Ferrous Metals | - | 2.14 |
Capital Markets | - | 2.33 |
Automobiles | - | 5.52 |
Fertilizers & Agrochemicals | - | 1.6 |
Agricultural Food & other Products | - | 1.4 |
Food Products | - | 2.06 |
Finance | - | 9.61 |
Chemicals & Petrochemicals | - | 1.85 |
Cement & Cement Products | - | 2.76 |
Auto Components | - | 1.19 |
Beverages | - | 1.55 |
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