Aditya Birla Sun Life Special Opportunities Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Fund Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹686 Cr ₹675 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 23 Oct 2020 20 Aug 2014
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark S&P BSE 500 TRI NIFTY 500 TRI
Turn Over 72% 28%
Expense Ratio 2.38 2.41
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209KB1T46 INF917K01RF8
Exits Load 1% for redemption within 30 days/365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Month 4.76% 7.09%
6 Month 17.85% 30.68%
1 Year 42.05% 53.37%
3 Year 18.22% 26.76%
5 Year - 22.25%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 17.49% 24.49%
3 Year 37.16% 54.47%
5 Year 47.11% 97.18%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 17.85% 25.98%
3 Year 46.18% 71.34%
5 Year 50.78% 107.95%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 13.56% 13.82%
Sharp 0.81% 1.27%
Beta 0.71% 0.98%
Alpha 2.4% 5.7%

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Fund Managers

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Name Dhaval Joshi Venugopal Manghat
Total AUM ₹361932 Cr ₹41442 Cr
Fund Manage 55 7
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Large Cap 54.41 43.45
Mid Cap 17.96 10.07
Small Cap 22.87 43.71
Others 4.78 2.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Communication 7.22 -
Financial 24.04 17.4
Technology 9.59 -
Healthcare 8.8 -
Construction 3.99 17.05
Automobile 9.34 2.06
Energy 2.15 4.53
Others 2.16 1.39
Consumer Staples 5.34 2.06
Services 7.94 18.75
Materials 4.89 7.58
Capital Goods 2.67 15.45
Metals & Mining 3.85 5.53
Consumer Discretionary 3.11 4.3
Insurance 1.3 -
Chemicals 2.77 2.15
Textiles 0.86 1.75

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