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)	₹896 Cr	₹1152 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	0.75%	-1.02%
6 Month	8.24%	-6.16%
1 Year	13.61%	-2.73%
3 Year	20.04%	20.26%
5 Year	17.86%	19.78%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	6.07%	-0.96%
1 Year	24.62%	5.69%
3 Year	19.87%	14.31%
5 Year	17.74%	17.1%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	12.59%	10.78%
3 Year	17.91%	14.43%
5 Year	19.78%	11.11%

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.48%	16.69%
Sharp	0.86%	0.77%
Beta	1.00%	1.12%
Alpha	3.02%	2.91%

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	19.66	8.46
Large Cap	50.48	43.04
Small Cap	22.11	40.53
Mid Cap	7.75	7.97

Scheme Name	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	4.26	5.85
Energy	1.88	5.47
Technology	10.79	1.76
Consumer Cyclical	16.43	18.14
Healthcare	5.49	0.49
Consumer Defensive	6.37	-
Basic Materials	9.26	8.2
Financial Services	26.83	30.03
Industrials	9.2	27.63
Communication Services	7.58	-
Real Estate	1.91	2.44
Utilities	0	-