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) | ₹7559 Cr | ₹5663 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 | 0.3% | -1.26% |
| 6 Month | 3.77% | 4.05% |
| 1 Year | 3.93% | -1.26% |
| 3 Year | 13.66% | 15.01% |
| 5 Year | 13.53% | 13.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.05% | 1.04% |
| 1 Year | 13.93% | 13.62% |
| 3 Year | 13.06% | 13.26% |
| 5 Year | 12.15% | 12.86% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.52% | 10.96% |
| 3 Year | 14.31% | 13.56% |
| 5 Year | 14.76% | 12.97% |
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 | 28.19 | 28.86 |
| Large Cap | 55.44 | 40.97 |
| Small Cap | 7.69 | 15.05 |
| Mid Cap | 8.68 | 15.12 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 20.48 | 26.22 |
| Energy | 4.09 | 0.59 |
| Industrials | 8.35 | 19.71 |
| Technology | 7.41 | 6.12 |
| Consumer Cyclical | 11.58 | 17.49 |
| Basic Materials | 5.97 | 0 |
| Financial Services | 25.67 | 18.41 |
| Healthcare | 5.17 | 5.48 |
| Real Estate | 1.55 | 0 |
| Consumer Defensive | 5.14 | 3.86 |
| Utilities | 1.43 | 0.98 |
| Communication Services | 3.15 | 1.13 |
Top Comparisons
DSP World Mining Overseas Equity Omni FOF - Regular Plan - Growth
3Y Returns15.02%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns23.09%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7.04%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.96%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.13%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.31%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%