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)	₹226 Cr	₹629 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	3.1%	0.48%
6 Month	7.56%	2.6%
1 Year	7.04%	5.53%
3 Year	16.81%	7.44%
5 Year	17.6%	6.02%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
6 Month	2.62%	1.36%
1 Year	13.87%	6.03%
3 Year	15.53%	7.24%
5 Year	15.09%	6.58%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
1 Year	11.24%	6.81%
3 Year	14.25%	6.1%
5 Year	13.32%	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	9.78%	1.85%
Sharp	0.95%	0.40%
Beta	1.09%	-
Alpha	2.63%	-

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