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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) ₹7313 Cr ₹5282 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 1.85 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 1.98% 4.28%
6 Month -0.79% -5.35%
1 Year 5.57% 3.27%
3 Year 15.81% 17.98%
5 Year 18.73% 17.82%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 6.36% 8.94%
1 Year 6.88% 5.94%
3 Year 14.28% 15.33%
5 Year 13.41% 14.07%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 16% 11.62%
3 Year 16.05% 13.19%
5 Year 16.41% 12.55%

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% 13.076%
Sharp 0.76% 0.243%
Beta 1.07% 1.201%
Alpha -0.03% -1.847%

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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 23.37 24.62
Large Cap 58.53 36.45
Small Cap 8.55 17.06
Mid Cap 9.49 21.87

Sector Allocation

Scheme Name

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

HSBC Aggressive Hybrid Fund - Regular Growth

Others 20.46 24.62
Petroleum Products 4.33 -
Electrical Equipment 1.61 -
IT - Software 6.9 -
Retailing 2.36 -
Construction 2.16 -
Diversified FMCG 1.51 -
Non - Ferrous Metals 1.06 -
Banks 19.12 -
Pharmaceuticals & Biotechnology 4.56 -
Industrial Manufacturing 1.12 -
Healthcare Services 1.16 -
Auto Components 2.53 -
Cement & Cement Products 2.29 -
Realty 1.21 -
Consumer Durables 2.88 -
Transport Infrastructure 1.93 -
Chemicals & Petrochemicals 1.18 -
Automobiles 3.85 -
Personal Products 0.91 -
Finance 4.44 -
IT - Services 0.5 -
Insurance 1.56 -
Agricultural Food & other Products 1.04 -
Diversified Metals 0.55 -
Power 1.05 -
Fertilizers & Agrochemicals 0.45 -
Aerospace & Defense 1.29 -
Industrial Products 0.19 -
Telecom - Services 3.12 -
Transport Services 0.5 -
Ferrous Metals 0.3 -
Leisure Services 0.37 -
Beverages 1.22 -
Textiles & Apparels 0.23 -
Energy - 0.14
Industrials - 23.24
Technology - 12.19
Consumer Defensive - 0.98
Financial Services - 15.68
Consumer Cyclical - 13.51
Healthcare - 1.64
Utilities - 3.48
Real Estate - 3.81
Communication Services - 0.53
Basic Materials - 0.2

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