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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) ₹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

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