ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs HSBC Business Cycles Fund compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹637 Cr | ₹1078 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Dec 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 18% | 28% |
Expense Ratio | 2.41 | 2.28 |
Manager | Dhaval Gala | Venugopal Manghat |
ISIN Code | INF209KB1U43 | INF917K01RF8 |
Exits Load | Aditya Birla Sun Life ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles 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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 3.2% | 5.67% |
6 Month | 1.29% | 2.74% |
1 Year | 7.06% | 7.36% |
3 Year | 18.67% | 29.58% |
5 Year | - | 28.35% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 9.42% | 15.6% |
1 Year | 10.38% | 18.24% |
3 Year | 17.66% | 26.21% |
5 Year | - | 24.4% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.55% | 11.98% |
3 Year | 11.66% | 13.2% |
5 Year | - | 10.61% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.57% | 17.87% |
Sharp | 0.61% | 0.98% |
Beta | 0.96% | 1.11% |
Alpha | 0.60% | 4.57% |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Dhaval Gala | Venugopal Manghat |
Total AUM | ₹23597 Cr | ₹41442 Cr |
Funds Managed | 7 | 7 |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.16 | 3.21 |
Large Cap | 69.87 | 41.17 |
Mid Cap | 17.77 | 11.24 |
Small Cap | 9.2 | 44.38 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 2.11 | 4.33 |
Technology | 23.14 | 1.43 |
Consumer Defensive | 5.42 | - |
Financial Services | 31 | 29.12 |
Healthcare | 0.3 | - |
Consumer Cyclical | 20.99 | 16.85 |
Real Estate | 2.51 | 1.22 |
Utilities | 1.72 | - |
Industrials | 7.07 | 28.03 |
Communication Services | 3.5 | - |
Basic Materials | 2.25 | 12.59 |
Energy | - | 6.42 |
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