ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND vs HSBC Business Cycles Fund compare
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹629 Cr | ₹995 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Dec 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 18% | 28% |
Expense Ratio | 2.41 | 2.28 |
Manager | Dhaval Gala | Venugopal Manghat |
ISIN Code | INF209KB1U43 | INF917K01RF8 |
Exits Load | Aditya Birla Sun Life ESG Integration Strategy 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 ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -5.91% | -4.31% |
6 Month | -15.89% | -18.75% |
1 Year | 7.36% | 9.38% |
3 Year | 8.33% | 18.6% |
5 Year | - | 21.09% |
SIP Return Analysis
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -10.61% | -14.33% |
1 Year | -13.36% | -23.52% |
3 Year | 9.85% | 13.92% |
5 Year | - | 18.33% |
Rolling Lumpsum Returns
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 15.46% | 12.53% |
3 Year | 11.92% | 12.41% |
5 Year | - | 10.07% |
Risk Management
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.714% | 16.92% |
Sharp | 0.235% | 0.627% |
Beta | 0.98% | - |
Alpha | -1.517% | - |
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Fund Managers
Scheme Name | ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Dhaval Gala | Venugopal Manghat |
Total AUM | ₹23597 Cr | ₹41442 Cr |
Funds Managed | 7 | 7 |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.16 | 3.21 |
Large Cap | 69.87 | 41.17 |
Mid Cap | 17.77 | 11.24 |
Small Cap | 9.2 | 44.38 |
Sector Allocation
Scheme Name |
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 2.11 | 4.33 |
Technology | 23.14 | 1.43 |
Consumer Defensive | 5.42 | - |
Financial Services | 31 | 29.12 |
Healthcare | 0.3 | - |
Consumer Cyclical | 20.99 | 16.85 |
Real Estate | 2.51 | 1.22 |
Utilities | 1.72 | - |
Industrials | 7.07 | 28.03 |
Communication Services | 3.5 | - |
Basic Materials | 2.25 | 12.59 |
Energy | - | 6.42 |
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