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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) ₹89 Cr ₹732 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 18 Apr 2008 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 0.97 2.4
Manager Ashutosh Bhargava Dhaval Joshi
ISIN Code INF204K01760 INF209KB1T46
Exits Load Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 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

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 7.03% 5.74%
6 Month -9.64% -12%
1 Year 7.57% 10.01%
3 Year 17.96% 13.02%
5 Year 26.56% -

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 -3.03% -4.86%
1 Year -5.57% -7.44%
3 Year 19.08% 15.84%
5 Year 20.19% -

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 12.69% 17.62%
3 Year 11.28% 17.72%
5 Year 11.71% -

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% 14.687%
Sharp 0.71% 0.532%
Beta 1% -
Alpha 4.03% -

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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
Funds Managed 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 4.03 8.65
Large Cap 80.09 49.95
Mid Cap 15.88 18.25
Small Cap 0 23.14

Sector Allocation

Scheme Name

Nippon India Quant Fund -Growth Plan - Growth Option

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

Others 1.59 5.81
Energy 4.39 1.85
Technology 14.22 12.66
Industrials 9.09 4.8
Financial Services 34.44 22.13
Basic Materials 4.46 13.04
Healthcare 6.8 8.66
Real Estate 1.62 2.18
Consumer Cyclical 12.52 16.47
Consumer Defensive 4.4 4.65
Communication Services 4 6.88
Utilities 2.45 0.84

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