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 Multi Asset 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 Multi Asset Active FOF - Growth
Fund	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹231 Cr	₹68 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	1.92
Manager	Dhaval Joshi	Gautam Bhupal
ISIN Code	INF084M01101	INF336L01IG6
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 - Moderate - 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 Multi Asset Active FOF - Growth
1 Month	0.68%	1.3%
6 Month	4.15%	7.96%
1 Year	5.83%	8.48%
3 Year	15.58%	14.89%
5 Year	15.38%	14.31%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
6 Month	2.64%	4.6%
1 Year	14.1%	20.68%
3 Year	14.47%	15.36%
5 Year	14.4%	13.92%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
1 Year	10.93%	10.05%
3 Year	14.43%	11.71%
5 Year	13.39%	10.82%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	HSBC Multi Asset Active FOF - Growth
Standard Deviation	8.55%	8.64%
Sharp	1.11%	0.94%
Beta	0.7%	-
Alpha	4.03%	-

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