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Aditya Birla Sun Life Equity Hybrid 95 Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular 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 Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Fund Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7372 Cr ₹5513 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 07 Feb 2011
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 85% 75%
Expense Ratio 1.86 1.85
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF209K01BT5 INF917K01LB0
Exits Load Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Aggressive Hybrid Fund - 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 Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Month 2.42% 3.05%
6 Month 13.13% 22.58%
1 Year 0.91% 1.79%
3 Year 13.42% 16.07%
5 Year 16.04% 16.01%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 3.38% 6.5%
1 Year 10.2% 15.62%
3 Year 13.49% 15.86%
5 Year 12.46% 14.21%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 15.74% 11.35%
3 Year 16.02% 13.32%
5 Year 16.5% 12.71%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 12.27%
Sharp 0.67% 0.65%
Beta 0.09% 1.18%
Alpha 5.89% 2.06%

Fund Managers

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Name Dhaval Joshi Gautam Bhupal
Total AUM ₹361932 Cr ₹25949 Cr
Funds Managed 55 13
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 28.57 25.91
Large Cap 54.64 40.98
Small Cap 8.29 12.96
Mid Cap 8.5 20.16

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 21.39 24.87
Energy 3.86 0.15
Industrials 8.86 20.28
Technology 7.16 6.35
Consumer Cyclical 11.16 17.4
Basic Materials 5.81 0.19
Financial Services 24.83 20.12
Healthcare 6.12 3.78
Real Estate 1.53 0.23
Consumer Defensive 4.77 3.25
Utilities 1.53 2.31
Communication Services 2.97 1.08

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