HSBC Managed Solutions vs Motilal Oswal Asset Allocation FOF compare

HSBC Managed Solutions vs Motilal Oswal Asset Allocation FOF compare

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Motilal Oswal Asset Allocation FOF- A- Regular Growth

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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	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
Fund	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹102 Cr	₹42 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	1.9
Manager	Rouhak Shah	Gautam Bhupal
ISIN Code	INF247L01AM0	INF336L01IA9
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 - 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	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
1 Month	2.58%	2.03%
6 Month	12.84%	7.19%
1 Year	14.71%	2.81%
3 Year	17.8%	14.44%
5 Year	-	16.9%

SIP Return Analysis

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
6 Month	5.95%	0.17%
1 Year	21.93%	5.85%
3 Year	18.28%	11.22%
5 Year	-	12.16%

Rolling Lumpsum Returns

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
1 Year	12.08%	10.69%
3 Year	13.96%	12.65%
5 Year	-	11.52%

Risk Management

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
Standard Deviation	7.25%	10.29%
Sharp	1.37%	0.74%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid 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 Aggressive Hybrid Active FOF - Growth

Market Cap

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
Others	100	100

Sector Allocation

Scheme Name	Motilal Oswal Asset Allocation FOF- A- Regular Growth	HSBC Aggressive Hybrid Active FOF - Growth
Others	100	100

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