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

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

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HSBC Income Plus Arbitrage 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 Income Plus Arbitrage Active FOF - Growth
Fund	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹223 Cr	₹571 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	1.3
Manager	Dhaval Joshi	Gautam Bhupal
ISIN Code	INF084M01101	INF336L01IM4
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 - Conservative - 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 Income Plus Arbitrage Active FOF - Growth
1 Month	1.97%	0.36%
6 Month	14.69%	3.72%
1 Year	1.26%	4.79%
3 Year	16.4%	7.27%
5 Year	17.22%	6.22%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
6 Month	2.79%	1.14%
1 Year	10.83%	5.39%
3 Year	15.19%	7.19%
5 Year	14.78%	6.47%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
1 Year	11.42%	6.86%
3 Year	14.18%	6.07%
5 Year	13.23%	6.15%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
Standard Deviation	9.93%	1.97%
Sharp	0.84%	0.18%
Beta	1.08%	-
Alpha	3.00%	-

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage 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 Income Plus Arbitrage Active FOF - Growth