Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Financial Planning Fund vs HSBC Managed Solutions compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Aggressive Hybrid Active FOF - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns7.16%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.73%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.36%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns12.83%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.36%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns21.5%

Compare Now

HDFC Manufacturing Fund - Regular (G) HDFC Manufacturing Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully