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) | ₹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% |
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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 | 8.35 | 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 | - |
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