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

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

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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)	₹225 Cr	₹62 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

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
1 Month	-0.49%	0.09%
6 Month	11.62%	11.98%
1 Year	4.04%	5.5%
3 Year	15.76%	14.07%
5 Year	17.19%	15.63%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
6 Month	3.24%	4.36%
1 Year	7.28%	9.04%
3 Year	14.97%	13.49%
5 Year	14.75%	12.91%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
1 Year	11.42%	10.33%
3 Year	14.18%	11.53%
5 Year	13.23%	10.32%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
Standard Deviation	9.88%	8.68%
Sharp	0.98%	0.87%
Beta	1.07%	-
Alpha	2.65%	-

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