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) ₹7688 Cr ₹5631 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 1.86
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 -3.16% -7.15%
6 Month -3.36% -2.9%
1 Year 11.15% 14.11%
3 Year 10.17% 11.19%
5 Year 13.04% 13.57%

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 Year 3.87% 6.24%
3 Year 13.62% 16.97%
5 Year 14.47% 16.01%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 16.32% 11.74%
3 Year 16.42% 13.3%
5 Year 16.49% 12.19%

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% 10.22%
Sharp 0.43% 0.89%
Beta 1.01% 1.02%
Alpha 1.29% 2.87%

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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
Fund Manage 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 21.41 23.58
Large Cap 55.4 33.77
Small Cap 14.47 21.4
Mid Cap 8.86 21.25

Sector Allocation

Scheme Name

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

HSBC Aggressive Hybrid Fund - Regular Growth

Others 21.41 23.58
Telecom - Services 3.04 0.91
Realty 1.23 3.54
Petroleum Products 3.52 0.13
Electrical Equipment 2.19 17.94
IT - Software 8.15 6.87
Construction 3.64 1.41
Diversified FMCG 1.61 -
Non - Ferrous Metals 0.89 -
Banks 16.22 6.36
Pharmaceuticals & Biotechnology 4.86 0.76
Industrial Manufacturing 1.47 0.4
Healthcare Services 1.42 0.66
Auto Components 2.86 0.21
Cement & Cement Products 2.1 0.18
Ferrous Metals 0.29 -
Retailing 1.8 8.45
Consumer Durables 3.49 2.94
Chemicals & Petrochemicals 1.7 -
Automobiles 4.06 2.74
Personal Products 0.88 -
Industrial Products 0.44 3.81
Finance 3.68 3.26
IT - Services 0.74 -
Insurance 0.86 -
Transport Infrastructure 1.59 -
Agricultural Food & other Products 0.85 -
Power 1.07 4.17
Fertilizers & Agrochemicals 0.48 -
Aerospace & Defense 1.36 4.37
Transport Services 0.5 0.04
Leisure Services 0.29 0.81
Beverages 1.22 0.83
Textiles & Apparels 0.23 -
Food Products - 0.21
Capital Markets - 5.42

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