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Aditya Birla Sun Life Special Opportunities Fund vs HSBC Business Cycles Fund compare
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹805 Cr | ₹1092 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 | 4.19% | 1.21% |
| 6 Month | 19.36% | 20.03% |
| 1 Year | 1.36% | -2.47% |
| 3 Year | 17.33% | 19.26% |
| 5 Year | - | 24.01% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.94% | 2.43% |
| 1 Year | 17.59% | 9.22% |
| 3 Year | 19.54% | 19.75% |
| 5 Year | - | 20.23% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.41% | 11.61% |
| 3 Year | 17.71% | 13.53% |
| 5 Year | - | 10.79% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.58% | 16.79% |
| Sharp | 0.71% | 0.75% |
| Beta | 0.98% | 1.11% |
| Alpha | 1.86% | 3.61% |
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 | 11.26 | 6.3 |
| Large Cap | 50.46 | 44.3 |
| Small Cap | 23.56 | 40.04 |
| Mid Cap | 14.72 | 9.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.49 | 6.3 |
| Energy | 1.86 | 5.58 |
| Technology | 8.98 | 1.13 |
| Healthcare | 8.84 | - |
| Basic Materials | 12.02 | 10.87 |
| Financial Services | 22.22 | 28.61 |
| Consumer Cyclical | 18.26 | 21 |
| Industrials | 9.47 | 25.75 |
| Consumer Defensive | 5.35 | - |
| Communication Services | 7.41 | - |
| Real Estate | 2.4 | 0.76 |
| Utilities | 0.69 | - |
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