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

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

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tortoise-icon HSBC Aggressive Hybrid 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 Aggressive Hybrid Active FOF - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Aggressive Hybrid Active FOF - Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹226 Cr ₹42 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 1.9
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF084M01101 INF336L01IA9
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 - Growth - 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 Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Aggressive Hybrid Active FOF - Growth
1 Month 1.64% 1.1%
6 Month 6.02% 5.11%
1 Year 10.17% 5.59%
3 Year 16.25% 14.36%
5 Year 16.27% 15.53%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Aggressive Hybrid Active FOF - Growth
6 Month 2.28% 1.34%
1 Year 13.68% 9.76%
3 Year 14.87% 12.27%
5 Year 14.58% 12.71%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Aggressive Hybrid Active FOF - Growth
1 Year 10.97% 10.29%
3 Year 14.38% 12.71%
5 Year 13.36% 11.76%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Aggressive Hybrid Active FOF - Growth
Standard Deviation 9.76% 10.29%
Sharp 0.95% 0.74%
Beta 1.09% -
Alpha 2.50% -

Fund Managers

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

Market Cap

Scheme Name

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

HSBC Aggressive Hybrid Active FOF - Growth

Others 100 100

Sector Allocation

Scheme Name

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

HSBC Aggressive Hybrid Active FOF - Growth

Others 100 100

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