Aditya Birla Sun Life Special Opportunities Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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tortoise-icon 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) ₹774 Cr ₹995 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 2.38 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 -4.06% -10.5%
6 Month -3.69% -6.53%
1 Year 13.73% 17.18%
3 Year 13.72% 18.86%
5 Year - 19.34%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 8.96% 17.26%
3 Year 20.95% 29.63%
5 Year - 27.58%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 17.29% 11.86%
3 Year 18.03% 11.87%
5 Year - 9.57%

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 0.85% 1.28%
Beta 1% 0.96%
Alpha -0.29% 5.23%

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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
Fund Manage 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 4.78 3.65
Large Cap 54.41 38.95
Small Cap 22.87 45.58
Mid Cap 17.96 11.82

Sector Allocation

Scheme Name

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Others 2.16 3.65
Materials 4.89 -
Automobile 9.34 -
Energy 2.15 -
Technology 9.59 -
Metals & Mining 3.85 -
Financial 24.04 -
Healthcare 8.8 -
Chemicals 2.77 -
Services 7.94 -
Consumer Discretionary 3.11 -
Consumer Staples 5.34 -
Construction 3.99 13.2
Capital Goods 2.67 -
Communication 7.22 -
Insurance 1.3 -
Textiles 0.86 -
Petroleum Products - 3.41
Finance - 5.34
Capital Markets - 9.22
Banks - 10.83
Non - Ferrous Metals - 0.84
Electrical Equipment - 5.26
Paper, Forest & Jute Products - 2.12
Aerospace & Defense - 4.02
Chemicals & Petrochemicals - 2.67
Industrial Products - 6.38
Auto Components - 1.89
Gas - 2.29
Consumer Durables - 5.85
Ferrous Metals - 0.82
Leisure Services - 1.06
Industrial Manufacturing - 1.92
Cement & Cement Products - 2.84
Financial Technology (Fintech) - 3.04
Textiles & Apparels - 2.92
Automobiles - 1.14
Fertilizers & Agrochemicals - 1.51
Realty - 1.2
Retailing - 6.58

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