Tata Quant Fund 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 Tata Quant Fund-Regular Plan-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 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) ₹755 Cr ₹63 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 22 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 2.38
Manager Dhaval Joshi Sailesh Jain
ISIN Code INF209KB1T46 INF277K016Y9
Exits Load Exit load of 1%, if redeemed within 30 days./365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth
1 Month 1.75% 2.48%
6 Month 20.45% 23.86%
1 Year 44.02% 35.04%
3 Year 18.29% 16.51%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth
6 Month - -
1 Year 17.49% 13.63%
3 Year 37.16% 32.14%
5 Year 47.11% 45%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth
1 Year 17.22% 19.42%
3 Year 17.99% 13.96%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth
Standard Deviation 13.56% 11.53%
Sharp 0.85% 0.68%
Beta 1% 0.8%
Alpha -0.29% -0.77%

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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
Fund Manage 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 4.78 7.06
Large Cap 54.41 42.64
Small Cap 22.87 -
Mid Cap 17.96 50.3

Sector Allocation

Scheme Name

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

Tata Quant Fund-Regular Plan-Growth

Others 2.16 2.91
Materials 4.89 1.22
Automobile 9.34 5.76
Energy 2.15 -
Technology 9.59 0.81
Metals & Mining 3.85 -
Financial 24.04 13.42
Healthcare 8.8 17.39
Chemicals 2.77 8.88
Services 7.94 16.01
Consumer Discretionary 3.11 0.48
Consumer Staples 5.34 6.72
Construction 3.99 3.57
Capital Goods 2.67 0.27
Communication 7.22 13.41
Insurance 1.3 8.53
Textiles 0.86 0.62

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