Quant Quantamental Fund Regular vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹732 Cr | ₹2122 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Oct 2020 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 200 TRI |
Turn Over | 72% | % |
Expense Ratio | 2.4 | 2 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209KB1T46 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -3.1% | -5.83% |
6 Month | -9.06% | -19.49% |
1 Year | 7% | -5.71% |
3 Year | 13.71% | 22.59% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | -5.57% | -22.06% |
3 Year | 15.47% | 16.57% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 17.62% | 27.76% |
3 Year | 17.72% | 31.29% |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.687% | 17.328% |
Sharp | 0.532% | 0.966% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 4.78 | 17.86 |
Large Cap | 54.41 | 69.79 |
Small Cap | 22.87 | 9.5 |
Mid Cap | 17.96 | 2.86 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 2.16 | 17.86 |
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 | 8.33 |
Capital Goods | 2.67 | - |
Communication | 7.22 | - |
Insurance | 1.3 | 11.99 |
Textiles | 0.86 | - |
Petroleum Products | - | 8.87 |
Pharmaceuticals & Biotechnology | - | 4.72 |
Diversified FMCG | - | 14.4 |
Cement & Cement Products | - | 1.02 |
Finance | - | 13.99 |
Food Products | - | 5.51 |
Entertainment | - | 0.92 |
Power | - | 7.3 |
Auto Components | - | 3.96 |
Beverages | - | 1.14 |
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