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) | ₹229 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 Hybrid FoF | Domestic Hybrid 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 | -1.42% | -1.53% |
6 Month | 8.99% | 5.27% |
1 Year | 2.53% | 0.31% |
3 Year | 16.98% | 15.3% |
5 Year | 17.77% | 18.1% |
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 | 5.02% | 5.25% |
1 Year | 9.16% | 6.14% |
3 Year | 16.38% | 14.36% |
5 Year | 15.74% | 14.41% |
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 | 11.42% | 11.05% |
3 Year | 14.18% | 12.57% |
5 Year | 13.23% | 11.29% |
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 | 10.13% | 11.17% |
Sharp | 1.22% | 1.06% |
Beta | 1.05% | - |
Alpha | 2.60% | - |
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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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