Aditya Birla Sun Life Financial Planning Fund vs HSBC Managed Solutions 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 Managed Solutions - Growth - 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 Managed Solutions - Growth - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 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 Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI BSE India Bond Index
Turn Over 1085% 54%
Expense Ratio 1.15 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 Managed Solutions - Growth - Growth
1 Month 1.59% 2.76%
6 Month 2.08% 4.53%
1 Year 17.92% 18.68%
3 Year 15.11% 13.99%
5 Year 16.86% 16.64%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth
6 Month - -
1 Year 14.15% 14%
3 Year 19.88% 19.26%
5 Year 18.61% 18.71%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth
1 Year 11.91% 11.73%
3 Year 14.05% 12.49%
5 Year 12.74% 10.6%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth
Standard Deviation 8.55% 10.4%
Sharp 1.11% 0.88%
Beta 0.7% 0.85%
Alpha 4.03% 2.49%

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Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth
Name Dhaval Joshi Gautam Bhupal
Total AUM ₹361932 Cr ₹25949 Cr
Fund Manage 55 13
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Growth - Growth

Market Cap

Scheme Name

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

HSBC Managed Solutions - Growth - Growth

Others 100.01 100

Sector Allocation

Scheme Name

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

HSBC Managed Solutions - Growth - Growth

Others 100.01 2.08
Unclassified - 97.92

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