Aditya Birla Sun Life Financial Planning Fund vs HSBC Managed Solutions compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
HSBC Aggressive Hybrid Active FOF - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹226 Cr | ₹42 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 30 Apr 2014 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE India Bond Index |
| Turn Over | 1085% | 54% |
| Expense Ratio | 1.2 | 1.9 |
| Manager | Dhaval Joshi | Gautam Bhupal |
| ISIN Code | INF084M01101 | INF336L01IA9 |
| Exits Load | Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Managed Solutions - Growth - Regular Plan - 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 Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| 1 Month | 1.06% | 0.63% |
| 6 Month | 8.52% | 5.59% |
| 1 Year | 7.44% | 4.26% |
| 3 Year | 16.15% | 14.26% |
| 5 Year | 16.29% | 15.62% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| 6 Month | 2.08% | 0.94% |
| 1 Year | 12.92% | 8.35% |
| 3 Year | 14.55% | 11.82% |
| 5 Year | 14.39% | 12.45% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| 1 Year | 10.97% | 10.29% |
| 3 Year | 14.38% | 12.71% |
| 5 Year | 13.36% | 11.76% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| Standard Deviation | 9.76% | 10.29% |
| Sharp | 0.95% | 0.74% |
| Beta | 1.09% | - |
| Alpha | 2.50% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| Name | Dhaval Joshi | Gautam Bhupal |
| Total AUM | ₹361932 Cr | ₹25949 Cr |
| Funds Managed | 55 | 13 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Aggressive Hybrid Active FOF - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Active FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
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