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) | ₹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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