Tata Quant Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

Tata Quant Fund-Regular Plan-Growth

Invest Now

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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
1 Month	-3.1%	-0.46%
6 Month	-9.06%	-12.89%
1 Year	7%	5.29%
3 Year	13.71%	12.28%
5 Year	-	7.46%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-5.57%	-8.04%
3 Year	15.47%	11.33%
5 Year	-	-

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%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Standard Deviation	14.687%	13.803%
Sharp	0.532%	0.445%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Others	4.78	8.31
Large Cap	54.41	68.07
Small Cap	22.87	-
Mid Cap	17.96	23.75

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	Tata Quant Fund-Regular Plan-Growth
Others	2.16	8.31
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	2.43
Capital Goods	2.67	-
Communication	7.22	-
Insurance	1.3	-
Textiles	0.86	-
Industrial Products	-	5.85
Cement & Cement Products	-	15.83
Finance	-	9.89
Consumer Durables	-	2.61
Petroleum Products	-	7.53
Pharmaceuticals & Biotechnology	-	4.67
Aerospace & Defense	-	0.9
Transport Services	-	4.29
Oil	-	2.71
Banks	-	2.48
Food Products	-	5.22
Chemicals & Petrochemicals	-	8.1
Diversified	-	2.61
Automobiles	-	5.02
Realty	-	5.15
Transport Infrastructure	-	4.91
Auto Components	-	1.62