Aditya Birla Sun Life Special Opportunities Fund vs HSBC Business Cycles 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) | ₹732 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 | 2.4 | 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 | 5.58% | 9.77% |
6 Month | -8.67% | -11.28% |
1 Year | 9.58% | 11.82% |
3 Year | 13.07% | 19.69% |
5 Year | - | 27.71% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -0.93% | -0.89% |
1 Year | -4.7% | -6.41% |
3 Year | 16.29% | 20.65% |
5 Year | - | 21.79% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 17.62% | 12.53% |
3 Year | 17.72% | 12.41% |
5 Year | - | 10.07% |
Risk Management
Scheme Name | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.687% | 16.92% |
Sharp | 0.532% | 0.627% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 8.65 | 3.21 |
Large Cap | 49.95 | 41.17 |
Small Cap | 23.14 | 44.38 |
Mid Cap | 18.25 | 11.24 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 5.81 | 4.33 |
Energy | 1.85 | 6.42 |
Technology | 12.66 | 1.43 |
Healthcare | 8.66 | - |
Basic Materials | 13.04 | 12.59 |
Financial Services | 22.13 | 29.12 |
Consumer Cyclical | 16.47 | 16.85 |
Industrials | 4.8 | 28.03 |
Consumer Defensive | 4.65 | - |
Communication Services | 6.88 | - |
Real Estate | 2.18 | 1.22 |
Utilities | 0.84 | - |
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