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) | ₹617 Cr | ₹1161 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 | 1.33% | -2.27% |
| 6 Month | 2.69% | -6.1% |
| 1 Year | 0.05% | -8.47% |
| 3 Year | 14.3% | 18.58% |
| 5 Year | - | 19.98% |
SIP Return Analysis
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.57% | -2.37% |
| 1 Year | 16.27% | 4.79% |
| 3 Year | 14.84% | 14.5% |
| 5 Year | - | 16.99% |
Rolling Lumpsum Returns
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.08% | 10.82% |
| 3 Year | 12.21% | 14.36% |
| 5 Year | - | 11.07% |
Risk Management
| Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.85% | 16.69% |
| Sharp | 0.60% | 0.77% |
| Beta | 0.94% | 1.12% |
| Alpha | 1.31% | 2.91% |
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 | 8.5 | 7.92 |
| Large Cap | 67.67 | 42.84 |
| Mid Cap | 17.81 | 8.29 |
| Small Cap | 6.02 | 40.94 |
Sector Allocation
| Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.55 | 6.7 |
| Technology | 13.26 | 0.82 |
| Basic Materials | 4.67 | 8.56 |
| Financial Services | 37.58 | 29.01 |
| Consumer Defensive | 8.51 | - |
| Healthcare | 6.86 | - |
| Consumer Cyclical | 20.96 | 19.15 |
| Industrials | 0.94 | 28.07 |
| Communication Services | 5.69 | - |
| Energy | - | 5.14 |
| Real Estate | - | 2.56 |
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