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) | ₹616 Cr | ₹1137 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 | -1.25% | -3.39% |
| 6 Month | 3.01% | -6.97% |
| 1 Year | 8.36% | 4.79% |
| 3 Year | 16.38% | 20.09% |
| 5 Year | 13.1% | 19.11% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.63% | -0.97% |
| 1 Year | 13.22% | 3.99% |
| 3 Year | 13.02% | 12.4% |
| 5 Year | 12% | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.33% | 10.53% |
| 3 Year | 12.59% | 14.58% |
| 5 Year | 12.92% | 11.2% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.18% | 13.82% |
| Sharp | 0.78% | 0.86% |
| Beta | 0.95% | 1.14% |
| Alpha | 0.18% | 1.91% |
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 | 9.91 | 16.31 |
| Large Cap | 68.07 | 41.88 |
| Mid Cap | 16.55 | 8.34 |
| Small Cap | 5.48 | 33.47 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.29 | 2.71 |
| Technology | 12.95 | 1.69 |
| Basic Materials | 4.56 | 8.81 |
| Consumer Defensive | 8.48 | - |
| Financial Services | 38.36 | 33.15 |
| Healthcare | 6.8 | 0.55 |
| Consumer Cyclical | 20.73 | 17.74 |
| Communication Services | 5.98 | - |
| Industrials | 0.83 | 27.45 |
| Energy | - | 5.55 |
| Real Estate | - | 2.34 |
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