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 | 2.45% | 2.13% |
6 Month | 8.45% | 10.48% |
1 Year | 5.12% | 4.03% |
3 Year | 20.85% | 26.77% |
5 Year | - | 27.57% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 8.45% | 11.82% |
1 Year | 10.71% | 13.93% |
3 Year | 19.17% | 23.71% |
5 Year | - | 22.97% |
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 | 9.17 | 3.24 |
Large Cap | 52.08 | 45.72 |
Small Cap | 24.27 | 41.61 |
Mid Cap | 14.48 | 9.42 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.28 | 3.24 |
Energy | 1.96 | 6 |
Technology | 10.52 | 1.15 |
Healthcare | 8.41 | - |
Basic Materials | 12.46 | 10.99 |
Financial Services | 23.04 | 31.05 |
Consumer Cyclical | 18.16 | 18.9 |
Industrials | 6.19 | 27.8 |
Consumer Defensive | 5.61 | - |
Communication Services | 7.41 | - |
Real Estate | 2.22 | 0.87 |
Utilities | 0.75 | - |
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