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) | ₹605 Cr | ₹1092 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 | 0.84% | -0.05% |
6 Month | 12.55% | 13.08% |
1 Year | -3.13% | -3.84% |
3 Year | 14.52% | 21.72% |
5 Year | - | 24.39% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 1.99% | 0.44% |
1 Year | 8.99% | 10.04% |
3 Year | 14% | 18.53% |
5 Year | - | 19.45% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 12.08% | 11.26% |
3 Year | 12.21% | 13.82% |
5 Year | - | 10.88% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.79% | 16.59% |
Sharp | 0.53% | 0.84% |
Beta | 0.93% | 1.11% |
Alpha | 0.41% | 3.18% |
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 | 6.82 | 6.34 |
Large Cap | 68.38 | 45.23 |
Mid Cap | 17.66 | 8.28 |
Small Cap | 7.14 | 40.15 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.13 | 6.34 |
Technology | 13.12 | 0.94 |
Basic Materials | 4.81 | 10.78 |
Financial Services | 37.47 | 26.7 |
Consumer Defensive | 9.1 | - |
Healthcare | 5.86 | - |
Consumer Cyclical | 20.65 | 22.43 |
Real Estate | 1.28 | 0.72 |
Industrials | 2.36 | 26.52 |
Communication Services | 4.22 | - |
Energy | - | 5.58 |
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