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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) ₹732 Cr ₹995 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 3.22% 5.52%
6 Month -2.2% -4.8%
1 Year 6.93% 6.14%
3 Year 21.25% 27.57%
5 Year - 28.56%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month 7.88% 12%
1 Year 7.35% 10.78%
3 Year 18.7% 23.73%
5 Year - 23.06%

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 14.687% 16.92%
Sharp 0.532% 0.627%
Beta - -
Alpha - -

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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
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 8.65 3.21
Large Cap 49.95 41.17
Small Cap 23.14 44.38
Mid Cap 18.25 11.24

Sector Allocation

Scheme Name

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

HSBC Business Cycles Fund - Regular Growth

Others 5.81 4.33
Energy 1.85 6.42
Technology 12.66 1.43
Healthcare 8.66 -
Basic Materials 13.04 12.59
Financial Services 22.13 29.12
Consumer Cyclical 16.47 16.85
Industrials 4.8 28.03
Consumer Defensive 4.65 -
Communication Services 6.88 -
Real Estate 2.18 1.22
Utilities 0.84 -

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