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HSBC Business Cycles Fund vs Aditya Birla Sun Life Special Opportunities 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) | ₹863 Cr | ₹1161 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 | 1.92% | -1.81% |
| 6 Month | 12.05% | 0.45% |
| 1 Year | 12.77% | -1.64% |
| 3 Year | 19.03% | 19.7% |
| 5 Year | 19.39% | 21.14% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.04% | -1.09% |
| 1 Year | 26.06% | 7.36% |
| 3 Year | 20.57% | 16.03% |
| 5 Year | 18.05% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.83% | 10.88% |
| 3 Year | 17.83% | 14.3% |
| 5 Year | 20.19% | 11.04% |
Risk Management
| 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% |
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 | 15.73 | 7.92 |
| Large Cap | 50.26 | 42.84 |
| Small Cap | 23.48 | 40.94 |
| Mid Cap | 10.53 | 8.29 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.85 | 6.7 |
| Energy | 1.85 | 5.14 |
| Technology | 10.16 | 0.82 |
| Consumer Cyclical | 17.34 | 19.15 |
| Healthcare | 7.18 | - |
| Basic Materials | 10.91 | 9.97 |
| Financial Services | 24.28 | 29.01 |
| Industrials | 9.11 | 28.07 |
| Communication Services | 7.63 | - |
| Consumer Defensive | 4.97 | - |
| Real Estate | 2.08 | 1.15 |
| Utilities | 0.64 | - |
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