HSBC Business Cycles Fund vs Aditya Birla Sun Life Special Opportunities 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)	₹777 Cr	₹1078 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	4.04%	4.85%
6 Month	3.04%	1.26%
1 Year	7.47%	6.83%
3 Year	22.1%	29.32%
5 Year	-	27.96%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	10.48%	15.6%
1 Year	12.65%	18.24%
3 Year	20.71%	26.21%
5 Year	-	24.4%

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%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.79%	17.87%
Sharp	0.78%	0.98%
Beta	0.99%	1.11%
Alpha	0.31%	4.57%

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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	9.17	3.24
Large Cap	52.08	45.72
Small Cap	24.27	41.61
Mid Cap	14.48	9.42

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	-