Aditya Birla Sun Life Equity Hybrid 95 Fund vs HSBC Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹7368 Cr | ₹5546 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 | 1.96% | 1.17% |
| 6 Month | 7.1% | 12.5% |
| 1 Year | 5.33% | 6.77% |
| 3 Year | 14.17% | 16.33% |
| 5 Year | 15.79% | 15.84% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.61% | 4.12% |
| 1 Year | 12.74% | 17.53% |
| 3 Year | 13.77% | 15.9% |
| 5 Year | 12.66% | 14.41% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.6% | 11.14% |
| 3 Year | 15.9% | 13.41% |
| 5 Year | 16.47% | 12.82% |
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% | 12.18% |
| Sharp | 0.77% | 0.73% |
| Beta | 0.12% | 1.21% |
| Alpha | 6.58% | 1.47% |
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 | 28.24 | 27.83 |
| Large Cap | 55.11 | 41.53 |
| Small Cap | 7.59 | 13.91 |
| Mid Cap | 9.06 | 16.73 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 21.2 | 25.86 |
| Energy | 3.85 | 0.55 |
| Industrials | 8.48 | 21.26 |
| Technology | 7.08 | 5.84 |
| Consumer Cyclical | 11.91 | 18.73 |
| Basic Materials | 5.94 | 0.2 |
| Financial Services | 25.03 | 17 |
| Healthcare | 5.71 | 4.49 |
| Real Estate | 1.59 | 0.09 |
| Consumer Defensive | 5.2 | 3.91 |
| Utilities | 1.04 | 1.01 |
| Communication Services | 2.96 | 1.06 |
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