Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

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) ₹812 Cr ₹1153 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹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 BSE 500 NIFTY 500 TRI
Turn Over 72% 28%
Expense Ratio 2.4 2.28
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209KB1T46 INF917K01RF8
Exits Load Aditya Birla Sun Life Special Opportunities 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 Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Month -1.17% -3.29%
6 Month 8.66% 12.64%
1 Year 1.62% 1.39%
3 Year 18.15% 23.03%
5 Year - 26.63%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month 6.37% 7.93%
1 Year 8.89% 9.71%
3 Year 18.82% 22.51%
5 Year - 22.27%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 15.84% 11.98%
3 Year 17.48% 13.2%
5 Year - 10.61%

Risk Management

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.26% 17.42%
Sharp 1.04% 1.21%
Beta 0.98% 1.11%
Alpha 0.77% 4.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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

Others 8.35 4.13
Large Cap 51.51 44.87
Small Cap 23.48 41.16
Mid Cap 16.66 9.83

Sector Allocation

Scheme Name

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

HSBC Business Cycles Fund - Regular Growth

Others 1.39 4.13
Energy 1.98 5.87
Technology 10.49 1.15
Healthcare 9.46 -
Basic Materials 12.71 10.38
Financial Services 23 30.98
Consumer Cyclical 18.21 20.84
Industrials 6.91 25.83
Consumer Defensive 5.23 -
Communication Services 7.67 -
Real Estate 2.17 0.82
Utilities 0.76 -

Top Comparisons

Tata Quant Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth

3Y Returns-100%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns19.51%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns17.92%

VS

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns23.87%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns24.61%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns11.09%

Compare Now

SBI Large Cap Fund-Regular Plan Growth SBI Large Cap Fund-Regular Plan Growth

3Y Returns15.25%

VS

Quant Large Cap Fund Regular - Growth Quant Large Cap Fund Regular - Growth

3Y Returns0%

Compare Now
Add to Cart Successfully