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) | ₹7614 Cr | ₹5650 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 | 0.52% | -0.18% |
| 6 Month | 3.43% | 2.94% |
| 1 Year | 7.27% | 1.79% |
| 3 Year | 15.1% | 16.59% |
| 5 Year | 13.14% | 13.24% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.29% | -1.03% |
| 1 Year | 10.54% | 9.45% |
| 3 Year | 12.44% | 12.34% |
| 5 Year | 11.92% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.5% | 10.91% |
| 3 Year | 14.3% | 13.59% |
| 5 Year | 14.75% | 12.98% |
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% | 12.20% |
| Sharp | 0.8% | 0.70% |
| Beta | 1.14% | 1.22% |
| Alpha | 1.19% | 1.59% |
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 | 28.3 | 29.89 |
| Large Cap | 55.73 | 39.77 |
| Small Cap | 7.22 | 16.08 |
| Mid Cap | 8.75 | 14.26 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 20.44 | 25.89 |
| Energy | 4.28 | 0.62 |
| Industrials | 7.65 | 16.6 |
| Technology | 7.63 | 6.07 |
| Consumer Cyclical | 11.68 | 17.82 |
| Basic Materials | 5.82 | - |
| Financial Services | 26.25 | 20.3 |
| Healthcare | 5.11 | 6.73 |
| Real Estate | 1.43 | - |
| Consumer Defensive | 5.16 | 3.87 |
| Utilities | 1.36 | 0.93 |
| Communication Services | 3.2 | 1.16 |
Top Comparisons
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns19.13%
Quant Multi Asset Allocation Fund-Growth
3Y Returns22.69%
Templeton India Value Fund - Growth Plan
3Y Returns19.05%
HSBC Value Fund - Regular Growth
3Y Returns24.63%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns25.72%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns15.42%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.32%
LIC MF ELSS Regular Plan-Growth
3Y Returns17.07%