HSBC Business Cycles Fund vs Aditya Birla Sun Life Special Opportunities 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 Risk | 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 | -3.1% | -6.78% |
6 Month | -9.06% | -13.76% |
1 Year | 7% | 7.33% |
3 Year | 13.71% | 17.96% |
5 Year | - | 17.35% |
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 | -5.57% | -13.01% |
3 Year | 15.47% | 17.5% |
5 Year | - | 20.7% |
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% | 15.538% |
Sharp | 0.532% | 0.837% |
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 |
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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