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) | ₹7480 Cr | ₹5566 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 | -1.4% | 0.82% |
6 Month | 8.51% | 14.92% |
1 Year | 3.24% | 2.83% |
3 Year | 12.48% | 15.22% |
5 Year | 16.52% | 16.11% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 3.11% | 8.27% |
1 Year | 3.68% | 8.76% |
3 Year | 12.11% | 14.5% |
5 Year | 11.88% | 13.49% |
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% | 12.28% |
Sharp | 0.8% | 0.74% |
Beta | 0.09% | 1.18% |
Alpha | 6.96% | 1.34% |
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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