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

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

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tortoise-icon HSBC Multi Asset Active FOF - 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 Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Multi Asset Active FOF - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Multi Asset Active FOF - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹221 Cr ₹59 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 1.92
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF084M01101 INF336L01IG6
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 - Moderate - 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 Multi Asset Active FOF - Growth
1 Month 0.52% 0.37%
6 Month 8.01% 6.42%
1 Year 5.57% 6.39%
3 Year 18.89% 16.33%
5 Year 18.53% 16.38%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Multi Asset Active FOF - Growth
6 Month 8.5% 8.74%
1 Year 13.15% 13.46%
3 Year 17.57% 15.33%
5 Year 16.38% 14.13%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Multi Asset Active FOF - Growth
1 Year 11.75% 10.57%
3 Year 14.06% 11.44%
5 Year 13.13% 10.18%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Multi Asset Active FOF - Growth
Standard Deviation 10.13% 9.29%
Sharp 1.22% 1.09%
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 Multi Asset 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 Multi Asset Active FOF - Growth

Market Cap

Scheme Name

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

HSBC Multi Asset Active FOF - Growth

Others 100 100

Sector Allocation

Scheme Name

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

HSBC Multi Asset Active FOF - Growth

Others 100 100

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