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 ₹100 ₹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 -7.04% -8.08%
6 Month 7.19% 3.92%
1 Year 29.5% 29.88%
3 Year 12.53% 20.03%
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 21.3% 15.38%
3 Year 22.79% 25.4%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Quant ESG Equity Fund Regular - Growth
1 Year 17.29% 25.14%
3 Year 18.03% 30.59%
5 Year - -

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

Others 4.78 9.98
Large Cap 54.41 55.99
Small Cap 22.87 28.14
Mid Cap 17.96 5.88

Sector Allocation

Scheme Name

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

Quant ESG Equity Fund Regular - Growth

Others 2.16 9.98
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 -
Capital Goods 2.67 -
Communication 7.22 -
Insurance 1.3 16.89
Textiles 0.86 -
Petroleum Products - 9.32
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

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