- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant ESG Equity Fund Regular vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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) | ₹732 Cr | ₹288 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 | 2.42 |
| Manager | Dhaval Joshi | Sanjeev Sharma |
| ISIN Code | INF209KB1T46 | INF966L01AB8 |
| 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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.33% | -5.89% |
| 6 Month | -12.54% | -23.51% |
| 1 Year | 5.14% | -9.04% |
| 3 Year | 13.41% | 16.08% |
| 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 | -8.72% | -13.15% |
| 1 Year | -12.94% | -27.32% |
| 3 Year | 13.33% | 8.86% |
| 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 | 17.62% | 24.8% |
| 3 Year | 17.72% | 29.82% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.687% | 18.756% |
| Sharp | 0.532% | 0.643% |
| Beta | - | 1.112% |
| Alpha | - | 6.426% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.65253 | 13.26836 |
| Large Cap | 49.95278 | 45.01237 |
| Small Cap | 23.14007 | 20.42849 |
| Mid Cap | 18.25463 | 21.29078 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant ESG Equity Fund Regular - Growth |
|---|---|---|
| Others | 5.81414 | 13.26836 |
| Energy | 1.85407 | 9.55909 |
| Technology | 12.65859 | 3.22469 |
| Healthcare | 8.66445 | 19.88221 |
| Basic Materials | 13.04416 | - |
| Financial Services | 22.13452 | 32.57265 |
| Consumer Cyclical | 16.47348 | 6.96754 |
| Industrials | 4.79796 | - |
| Consumer Defensive | 4.65352 | 8.78808 |
| Communication Services | 6.88387 | - |
| Real Estate | 2.17713 | - |
| Utilities | 0.84412 | 5.73738 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns22.12%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns20%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns8.77%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns11.15%
Invesco India Largecap Fund - Growth
3Y Returns12.74%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.01%
