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)	₹233 Cr	₹697 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 FoF	Domestic 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	-0.54%	0.21%
6 Month	1.49%	2.44%
1 Year	8.05%	5.44%
3 Year	16.23%	7.33%
5 Year	14.56%	5.58%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
6 Month	2.39%	1.1%
1 Year	12.69%	5.33%
3 Year	14%	6.8%
5 Year	14.32%	6.44%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
1 Year	10.86%	6.75%
3 Year	14.45%	6.16%
5 Year	13.41%	6.13%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Income Plus Arbitrage Active FOF - Growth
Standard Deviation	8.55%	1.83%
Sharp	1.11%	0.29%
Beta	0.7%	-
Alpha	4.03%	-

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