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HSBC Aggressive Hybrid Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon HSBC Aggressive Hybrid 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 Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Fund Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7313 Cr ₹5282 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 07 Feb 2011
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 85% 75%
Expense Ratio 1.85 1.85
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF209K01BT5 INF917K01LB0
Exits Load Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Aggressive Hybrid 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 Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Month 4.59% 6.33%
6 Month -4.81% -10.45%
1 Year 8.56% 4.41%
3 Year 9.48% 10.73%
5 Year 18.2% 17.21%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 0.27% -3.71%
1 Year -1.84% -10.59%
3 Year 12.49% 11.4%
5 Year 12.85% 12.08%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 16.33% 12.07%
3 Year 16.28% 13.3%
5 Year 16.39% 12.45%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 13.076%
Sharp 0.2% 0.243%
Beta 1.1% 1.201%
Alpha -1.23% -1.847%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Name Dhaval Joshi Gautam Bhupal
Total AUM ₹361932 Cr ₹25949 Cr
Funds Managed 55 13
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 25.08 24.62
Large Cap 56.45 36.45
Small Cap 9.32 17.06
Mid Cap 9.12 21.87

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 21.92 24.62
Petroleum Products 3.72 -
Electrical Equipment 1.59 -
IT - Software 7.91 -
Retailing 2.43 -
Construction 2.97 -
Diversified FMCG 1.48 -
Non - Ferrous Metals 1.11 -
Banks 16.91 -
Pharmaceuticals & Biotechnology 4.46 -
Industrial Manufacturing 1.13 -
Healthcare Services 1.09 -
Auto Components 2.71 -
Cement & Cement Products 2.11 -
Realty 1.26 -
Consumer Durables 2.97 -
Chemicals & Petrochemicals 1.62 -
Automobiles 4.3 -
Personal Products 0.77 -
Finance 4.42 -
IT - Services 0.57 -
Insurance 1.23 -
Transport Infrastructure 1.59 -
Agricultural Food & other Products 0.91 -
Diversified Metals 0.42 -
Power 1.03 -
Fertilizers & Agrochemicals 0.44 -
Aerospace & Defense 1.07 -
Industrial Products 0.21 -
Telecom - Services 3.09 -
Transport Services 0.54 -
Ferrous Metals 0.24 -
Leisure Services 0.42 -
Beverages 1.1 -
Textiles & Apparels 0.23 -
Energy - 0.14
Industrials - 23.24
Technology - 12.19
Consumer Defensive - 0.98
Financial Services - 15.68
Consumer Cyclical - 13.51
Healthcare - 1.64
Utilities - 3.48
Real Estate - 3.81
Communication Services - 0.53
Basic Materials - 0.2

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