HSBC Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7650 Cr | ₹5566 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Feb 1995 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 85% | 75% |
Expense Ratio | 1.86 | 1.85 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01BT5 | INF917K01LB0 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Aggressive Hybrid 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 Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 1.55% | 1.97% |
6 Month | 7.11% | 4.47% |
1 Year | 3.77% | 0.99% |
3 Year | 15.72% | 17.82% |
5 Year | 17.49% | 16.78% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 6.67% | 9.29% |
1 Year | 9.54% | 8.44% |
3 Year | 14.64% | 15.25% |
5 Year | 13.51% | 14.02% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 16% | 11.62% |
3 Year | 16.05% | 13.19% |
5 Year | 16.41% | 12.55% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 12.83% |
Sharp | 1.05% | 0.93% |
Beta | 1.06% | 1.20% |
Alpha | 0.52% | 0.81% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Funds Managed | 55 | 13 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 27.44 | 25.91 |
Large Cap | 54.85 | 40.98 |
Small Cap | 8.57 | 12.96 |
Mid Cap | 9.13 | 20.16 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 20.45 | 24.87 |
Energy | 4.18 | 0.15 |
Industrials | 9.61 | 20.28 |
Technology | 7.49 | 6.35 |
Consumer Cyclical | 11.02 | 17.4 |
Consumer Defensive | 4.72 | 3.25 |
Basic Materials | 5.55 | 0.19 |
Financial Services | 25.1 | 20.12 |
Healthcare | 6.03 | 3.78 |
Real Estate | 1.28 | 0.23 |
Utilities | 1.5 | 2.31 |
Communication Services | 3.09 | 1.08 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns20.58%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns20.39%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.84%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.97%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns21.07%
Axis Quant Fund - Regular Plan - Growth
3Y Returns17.01%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns7.1%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%