Quant ESG Equity Fund Regular 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 Quant ESG Equity Fund Regular - 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 Quant ESG Equity Fund Regular - Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹755 Cr ₹278 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 05 Nov 2020
Category Other Themes Other Themes
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 100 ESG TRI
Turn Over 72% %
Expense Ratio 2.4 2.39
Manager Dhaval Joshi Sanjeev Sharma
ISIN Code INF209KB1T46 INF966L01AB8
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Month 1.75% 1.32%
6 Month 20.45% 20.8%
1 Year 44.02% 54.41%
3 Year 18.29% 30.36%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 17.49% 21.9%
3 Year 37.16% 53.64%
5 Year 47.11% 74.14%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 17.85% 28.13%
3 Year 46.18% 69.46%
5 Year 50.78% 75.54%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.56% 17.3%
Sharp 0.85% 1.25%
Beta 1% 0.94%
Alpha -0.29% 12.45%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
Name Dhaval Joshi Sanjeev Sharma
Total AUM ₹361932 Cr ₹39731 Cr
Fund Manage 55 22
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth

Market Cap

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Large Cap 54.41 54.11
Mid Cap 17.96 10.01
Small Cap 22.87 22.4
Others 4.78 13.46

Sector Allocation

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Communication 7.22 -
Financial 24.04 18.3
Technology 9.59 7.98
Healthcare 8.8 16.19
Construction 3.99 -
Automobile 9.34 -
Energy 2.15 24.53
Others 2.16 -2.96
Consumer Staples 5.34 13.5
Services 7.94 17.06
Materials 4.89 0.43
Capital Goods 2.67 -
Metals & Mining 3.85 -
Consumer Discretionary 3.11 -
Insurance 1.3 4.95
Chemicals 2.77 -
Textiles 0.86 -

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