Tata Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Tata Quant Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹732 Cr | ₹66 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 23 Oct 2020 | 27 Jan 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 200 |
Turn Over | 72% | 349.61% |
Expense Ratio | 2.4 | 2.4 |
Manager | Dhaval Joshi | Sailesh Jain |
ISIN Code | INF209KB1T46 | INF277K016Y9 |
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 | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Month | 4.7% | -100% |
6 Month | -13.02% | -100% |
1 Year | 7.46% | -100% |
3 Year | 12.34% | -100% |
5 Year | - | -100% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
6 Month | -4.86% | -4.23% |
1 Year | -7.44% | -11.46% |
3 Year | 15.84% | 10.52% |
5 Year | - | 11.18% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
1 Year | 17.62% | 18.99% |
3 Year | 17.72% | 13.85% |
5 Year | - | 7.67% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.687% | 14.21% |
Sharp | 0.532% | 0.361% |
Beta | - | - |
Alpha | - | - |
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 | Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Sailesh Jain |
Total AUM | ₹361932 Cr | ₹17041 Cr |
Funds Managed | 55 | 7 |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | Tata Quant Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 8.65 | 5.33 |
Large Cap | 49.95 | 49.88 |
Small Cap | 23.14 | 0 |
Mid Cap | 18.25 | 44.78 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
Tata Quant Fund-Regular Plan-Growth |
---|---|---|
Others | 5.81 | 5.33 |
Energy | 1.85 | 0.84 |
Technology | 12.66 | 19.92 |
Healthcare | 8.66 | 8.14 |
Basic Materials | 13.04 | 15.9 |
Financial Services | 22.13 | 30.17 |
Consumer Cyclical | 16.47 | 4.18 |
Industrials | 4.8 | 4.39 |
Consumer Defensive | 4.65 | 0 |
Communication Services | 6.88 | 4.46 |
Real Estate | 2.18 | 0 |
Utilities | 0.84 | 6.67 |
Top Comparisons
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns11.99%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.01%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.72%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns5.9%
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.71%
Canara Robeco Emerging Equities - Regular Plan - Growth Option
3Y Returns13.38%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns12.25%