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) ₹755 Cr ₹925 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹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 2.35
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209KB1T46 INF917K01RF8
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Month 1.75% 2.75%
6 Month 20.45% 25.5%
1 Year 44.02% 53.88%
3 Year 18.29% 26.31%
5 Year - 24.78%

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 17.49% 24.49%
3 Year 37.16% 54.47%
5 Year 47.11% 97.18%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 17.85% 25.98%
3 Year 46.18% 71.34%
5 Year 50.78% 107.95%

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 2.77
Large Cap 54.41 43.45
Small Cap 22.87 43.71
Mid Cap 17.96 10.07

Sector Allocation

Scheme Name

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

HSBC Business Cycles Fund - Regular Growth

Others 2.16 1.39
Materials 4.89 7.58
Automobile 9.34 2.06
Energy 2.15 4.53
Technology 9.59 -
Metals & Mining 3.85 5.53
Financial 24.04 17.4
Healthcare 8.8 -
Chemicals 2.77 2.15
Services 7.94 18.75
Consumer Discretionary 3.11 4.3
Consumer Staples 5.34 2.06
Construction 3.99 17.05
Capital Goods 2.67 15.45
Communication 7.22 -
Insurance 1.3 -
Textiles 0.86 1.75

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