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) | ₹631 Cr | ₹1124 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 | -2.8% | -3.23% |
6 Month | 5.67% | 16.36% |
1 Year | 2.24% | 3.38% |
3 Year | 12.28% | 21.02% |
5 Year | - | 25.75% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 1.86% | 4.12% |
1 Year | -0.49% | 5.12% |
3 Year | 12.65% | 19.9% |
5 Year | - | 20.57% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 12.58% | 11.61% |
3 Year | 12% | 13.53% |
5 Year | - | 10.79% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.88% | 16.64% |
Sharp | 0.56% | 0.94% |
Beta | 0.91% | 1.10% |
Alpha | 0.72% | 4.32% |
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 | 7.57 | 6.3 |
Large Cap | 66.01 | 44.3 |
Mid Cap | 18.6 | 9.36 |
Small Cap | 7.82 | 40.04 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.93 | 6.3 |
Technology | 12.66 | 1.13 |
Basic Materials | 5.23 | 10.87 |
Financial Services | 38.02 | 28.61 |
Consumer Defensive | 8.56 | - |
Healthcare | 4.72 | - |
Consumer Cyclical | 19.89 | 21 |
Real Estate | 1.34 | 0.76 |
Industrials | 3.53 | 25.75 |
Communication Services | 4.1 | - |
Energy | - | 5.58 |
Top Comparisons
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns15.75%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.42%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.99%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.36%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.35%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.35%
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns18.95%