Nippon India Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon Nippon India Quant Fund -Growth Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹71 Cr ₹755 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Feb 2005 23 Oct 2020
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 200 BSE 500
Turn Over 119% 72%
Expense Ratio 0.98 2.4
Manager Ashutosh Bhargava Dhaval Joshi
ISIN Code INF204K01760 INF209KB1T46
Exits Load Exit load of 0.25% if redeemed within 1 month/365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month 4.64% 1.75%
6 Month 20.3% 20.45%
1 Year 44.16% 44.02%
3 Year 21.87% 18.29%
5 Year 24.18% -

SIP Return Analysis

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 17.92% 17.49%
3 Year 46.32% 37.16%
5 Year 85.26% 47.11%

Rolling Lumpsum Returns

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 23.82% 17.85%
3 Year 63.08% 46.18%
5 Year 92.1% 50.78%

Risk Management

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation 13.02% 13.56%
Sharp 1.13% 0.85%
Beta 1% 1%
Alpha 5.73% -0.29%

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Fund Managers

Scheme Name Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name Ashutosh Bhargava Dhaval Joshi
Total AUM ₹121448 Cr ₹361932 Cr
Fund Manage 12 55
Nippon India Quant Fund -Growth Plan - Growth Option Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

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

Others 3.89 4.78
Large Cap 80.36 54.41
Mid Cap 15.75 17.96
Small Cap - 22.87

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

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

Others 3.89 2.16
Energy 11.29 2.15
Technology 6.1 9.59
Construction 6.93 3.99
Financial 32.02 24.04
Capital Goods 8.08 2.67
Consumer Staples 9.19 5.34
Automobile 11.03 9.34
Metals & Mining 3.33 3.85
Healthcare 3.41 8.8
Materials 2.8 4.89
Services 1.93 7.94
Chemicals - 2.77
Consumer Discretionary - 3.11
Communication - 7.22
Insurance - 1.3
Textiles - 0.86

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