HSBC Managed Solutions vs Motilal Oswal Asset Allocation FOF compare
Motilal Oswal Asset Allocation FOF- A- Regular Growth
HSBC Multi Asset Active FOF - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Fund | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset Active FOF - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹111 Cr | ₹68 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 | 1.92 |
| Manager | Rouhak Shah | Gautam Bhupal |
| ISIN Code | INF247L01AM0 | INF336L01IG6 |
| 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 - Moderate - 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 Multi Asset Active FOF - Growth |
|---|---|---|
| 1 Month | 1.45% | 1.3% |
| 6 Month | 9.67% | 7.96% |
| 1 Year | 13.07% | 8.48% |
| 3 Year | 16.64% | 14.89% |
| 5 Year | - | 14.31% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| 6 Month | 5.43% | 5.14% |
| 1 Year | 22.18% | 21.07% |
| 3 Year | 18.24% | 15.72% |
| 5 Year | - | 14.19% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| 1 Year | 12.08% | 10.05% |
| 3 Year | 13.96% | 11.71% |
| 5 Year | - | 10.82% |
Risk Management
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Standard Deviation | 7.25% | 8.64% |
| Sharp | 1.37% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | HSBC Multi Asset 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 Multi Asset Active FOF - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
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