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)	₹805 Cr	₹1092 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	5.18%	2.49%
6 Month	19.87%	20.69%
1 Year	1.95%	-1.81%
3 Year	18.55%	20.77%
5 Year	-	24.43%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	6.94%	2.43%
1 Year	17.59%	9.22%
3 Year	19.54%	19.75%
5 Year	-	20.23%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	14.41%	11.61%
3 Year	17.71%	13.53%
5 Year	-	10.79%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.58%	16.79%
Sharp	0.71%	0.75%
Beta	0.98%	1.11%
Alpha	1.86%	3.61%

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	13.76	6.34
Large Cap	50.13	45.23
Small Cap	22.69	40.15
Mid Cap	13.42	8.28

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	1.72	6.34
Energy	1.81	5.58
Technology	8.82	0.94
Healthcare	8.35	-
Basic Materials	11.55	10.78
Financial Services	21.78	26.7
Consumer Cyclical	19.02	22.43
Industrials	10.9	26.52
Communication Services	8.12	-
Consumer Defensive	5.14	-
Real Estate	2.14	0.72
Utilities	0.64	-