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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.02% | -4.51% |
| 6 Month | 7.61% | -5.95% |
| 1 Year | 18.17% | 7.32% |
| 3 Year | 21.18% | 20.12% |
| 5 Year | 17.52% | 18.89% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.28% | -8.44% |
| 1 Year | 12.83% | -12.09% |
| 3 Year | 16.52% | 7.81% |
| 5 Year | 16.02% | 13.45% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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% |
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 | 19.99 | 16.31 |
| Large Cap | 48.9 | 41.88 |
| Small Cap | 20.94 | 33.47 |
| Mid Cap | 10.17 | 8.34 |
Sector Allocation
| 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 |
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