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)	₹913 Cr	₹1137 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	-2.96%	-5.08%
6 Month	4.4%	-10.71%
1 Year	14.62%	0.08%
3 Year	19.59%	18.09%
5 Year	16.46%	17.43%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	3.47%	-3.74%
1 Year	20.88%	-0.41%
3 Year	18.64%	11.49%
5 Year	17.04%	15.45%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	12.77%	10.53%
3 Year	17.99%	14.58%
5 Year	18.8%	11.2%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.56%	13.82%
Sharp	1.02%	0.86%
Beta	0.99%	1.14%
Alpha	2.86%	1.91%

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	19.99	16.31
Large Cap	48.9	41.88
Small Cap	20.94	33.47
Mid Cap	10.17	8.34

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	3.75	2.71
Energy	1.85	5.55
Technology	9.41	1.69
Consumer Cyclical	17.28	17.74
Healthcare	5.49	0.55
Consumer Defensive	6.35	-
Basic Materials	9.66	8.81
Financial Services	28.32	33.15
Industrials	8.16	27.45
Communication Services	7.95	-
Real Estate	1.78	2.34