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HSBC Managed Solutions vs Motilal Oswal Asset Allocation FOF compare

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tortoise-icon Motilal Oswal Asset Allocation FOF- A- Regular Growth

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tortoise-icon 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 Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
Fund Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹125 Cr ₹670 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 12 Mar 2021 30 Apr 2014
Category Domestic FoF Domestic FoF
Fund Type Open Ended Open Ended
Benchmark 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI BSE India Bond Index
Turn Over 36% 54%
Expense Ratio 0.52 1.3
Manager Rouhak Shah Gautam Bhupal
ISIN Code INF247L01AM0 INF336L01IM4
Exits Load Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth charges 1.0% of sell value; if fund sold before 15 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
1 Month 1.8% 0.12%
6 Month 10.64% 2.03%
1 Year 19.96% 5.34%
3 Year 19.04% 7.37%
5 Year - 5.7%

SIP Return Analysis

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
6 Month 2.93% 0.83%
1 Year 17.93% 4.42%
3 Year 16.63% 6.36%
5 Year - 6.25%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
1 Year 12.42% 6.73%
3 Year 14.22% 6.18%
5 Year - 6.11%

Risk Management

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
Standard Deviation 6.92% 1.80%
Sharp 1.64% 0.36%
Beta - 0.37%
Alpha - -1.4%

Fund Managers

Scheme Name Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth
Name Rouhak Shah Gautam Bhupal
Total AUM ₹105 Cr ₹25949 Cr
Funds Managed 2 13
Motilal Oswal Asset Allocation FOF- A- Regular Growth HSBC Income Plus Arbitrage Active FOF - Growth

Market Cap

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

HSBC Income Plus Arbitrage Active FOF - Growth

Others 100 100

Sector Allocation

Scheme Name

Motilal Oswal Asset Allocation FOF- A- Regular Growth

HSBC Income Plus Arbitrage Active FOF - Growth

Others 100 100

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