- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Multi Asset Active FOF - Growth
Chart Comparison
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) | ₹233 Cr | ₹71 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 | 1.92 |
| 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 | -0.15% | 1.28% |
| 6 Month | 3.54% | 8.57% |
| 1 Year | 5.28% | 9.01% |
| 3 Year | 15.69% | 15.4% |
| 5 Year | 15.07% | 14.23% |
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 | 1.92% | 3.36% |
| 1 Year | 13.49% | 19.41% |
| 3 Year | 14.19% | 15.04% |
| 5 Year | 14.19% | 13.71% |
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 | 10.93% | 10.05% |
| 3 Year | 14.43% | 11.71% |
| 5 Year | 13.39% | 10.82% |
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 | 9.75% | 8.63% |
| Sharp | 0.90% | 0.92% |
| Beta | 1.09% | - |
| Alpha | 2.56% | - |
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 |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.13%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.52%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.03%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.13%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.87%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.05%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.68%
