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

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

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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)	₹825 Cr	₹1117 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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	3.56%	1.71%
6 Month	12.52%	8.53%
1 Year	8.92%	-0.8%
3 Year	18.74%	20.88%
5 Year	20.99%	24.62%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	2.33%	-1.35%
1 Year	13.31%	6.35%
3 Year	16.74%	16.58%
5 Year	15.86%	18.32%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	13.58%	11.26%
3 Year	17.62%	13.82%
5 Year	-	10.88%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.49%	16.59%
Sharp	0.87%	0.84%
Beta	0.99%	1.11%
Alpha	2.31%	3.18%

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

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	13.32	7.28
Large Cap	51.97	44.53
Small Cap	22.53	39.96
Mid Cap	12.18	8.23

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	2.9	7.28
Energy	1.77	5.56
Technology	8.29	0.86
Consumer Cyclical	19.08	20.6
Healthcare	7.41	-
Basic Materials	11.61	10.32
Financial Services	24.31	26.78
Industrials	9.61	27.47
Communication Services	7.32	-
Consumer Defensive	5.01	-
Real Estate	2.07	1.13
Utilities	0.62	-