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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) ₹226 Cr ₹65 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 1.61% 1.9%
6 Month 6.39% 10.88%
1 Year 6.34% 9.64%
3 Year 16.95% 15.66%
5 Year 17.3% 15.66%

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 2.62% 4.8%
1 Year 13.87% 18.94%
3 Year 15.53% 15.65%
5 Year 15.09% 14.14%

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 11.24% 10.15%
3 Year 14.25% 11.61%
5 Year 13.32% 10.51%

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 9.78% 8.61%
Sharp 0.95% 0.93%
Beta 1.09% -
Alpha 2.63% -

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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