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ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs HSBC Business Cycles Fund compare

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tortoise-icon ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

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tortoise-icon HSBC Business Cycles 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 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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